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 | $24,988 | $114,381-78.2% | $107,525-76.8% | $142,382-82.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.80% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,635 | $4,015-59.3% | $3,754-56.5% | $4,299-62.0% |
| Participant deferral / active EE | $1,994 | $5,564-64.2% | $5,116-61.0% | $6,507-69.4% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |