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 | $31,842 | $114,381-72.2% | $107,525-70.4% | $142,382-77.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 25.28% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,842 | $4,015-54.1% | $3,754-50.9% | $4,299-57.2% |
| Participant deferral / active EE | $6,019 | $5,564+8.2% | $5,116+17.7% | $6,507-7.5% |
| Admin fee / account holder | $124 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |