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 | $33,140 | $109,881-69.8% | $150,045-77.9% | $84,808-60.9% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 22.45% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $782 | $3,561-78.1% | $4,693-83.3% | $2,631-70.3% |
| Participant deferral / active EE | $7,573 | $6,636+14.1% | $7,997-5.3% | $4,212+79.8% |
| Admin fee / account holder | $50 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |