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 4-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 | $28,213 | $127,065-77.8% | $113,168-75.1% | $142,382-80.2% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 18.72% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,734 | $3,442+8.5% | $2,975+25.5% | $4,299-13.1% |
| Participant deferral / active EE | $7,202 | $5,716+26.0% | $5,107+41.0% | $6,507+10.7% |
| Admin fee / account holder | $176 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |