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 | $19,894 | $114,381-82.6% | $107,525-81.5% | $142,382-86.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 23.69% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,339 | $4,015-66.6% | $3,754-64.3% | $4,299-68.8% |
| Participant deferral / active EE | $2,609 | $5,564-53.1% | $5,116-49.0% | $6,507-59.9% |
| Admin fee / account holder | $172 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |