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 5-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 | $23,706 | $68,719-65.5% | $91,541-74.1% | $84,808-72.0% |
| Participation rate | 76.7% | 64.5%+12.2pp | 69.8%+6.9pp | 68.3%+8.4pp |
| Annual return | 15.93% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $976 | $1,920-49.1% | $2,505-61.0% | $2,631-62.9% |
| Participant deferral / active EE | $3,156 | $3,136+0.7% | $4,008-21.2% | $4,212-25.1% |
| Admin fee / account holder | $256 | $5,786-95.6% | $6,956-96.3% | $7,344-96.5% |