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 | $48,630 | $159,602-69.5% | $150,045-67.6% | $142,382-65.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 14.96% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,582 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $6,441 | $8,310-22.5% | $7,997-19.5% | $6,507-1.0% |
| Admin fee / account holder | $289 | $14,846-98.1% | $13,435-97.8% | $12,624-97.7% |