See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,216 | $111,754-64.9% | $103,333-62.0% | $145,922-73.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 16.77% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,275 | $4,212-69.7% | $3,868-67.0% | $4,660-72.6% |
| Participant deferral / active EE | $9,739 | $5,619+73.3% | $5,057+92.6% | $6,688+45.6% |
| Admin fee / account holder | $129 | $9,750-98.7% | $8,355-98.5% | $13,397-99.0% |