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 | $31,656 | $117,841-73.1% | $102,423-69.1% | $145,922-78.3% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 14.72% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,112 | $3,615-41.6% | $3,023-30.1% | $4,660-54.7% |
| Participant deferral / active EE | $3,933 | $5,731-31.4% | $5,053-22.2% | $6,688-41.2% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |