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 9-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 | $58,368 | $97,881-40.4% | $80,004-27.0% | $125,391-53.5% |
| Participation rate | 71.4% | 77.9%-6.4pp | 73.0%-1.6pp | 83.2%-11.8pp |
| Annual return | 1.23% | 9.36%-8.1pp | 7.63%-6.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,426 | $3,128-54.4% | $2,473-42.3% | $4,866-70.7% |
| Participant deferral / active EE | $2,780 | $3,744-25.7% | $3,204-13.2% | $5,352-48.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |