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 10-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 | $25,542 | $65,685-61.1% | $57,179-55.3% | $273,961-90.7% |
| Participation rate | 73.9% | 78.3%-4.4pp | 75.3%-1.4pp | 83.0%-9.1pp |
| Annual return | 5.73% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,459 | $3,279-55.5% | $2,682-45.6% | $4,869-70.0% |
| Participant deferral / active EE | $3,080 | $3,782-18.6% | $3,096-0.5% | $5,287-41.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |