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 | $12,013 | $114,381-89.5% | $107,525-88.8% | $142,382-91.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 27.58% | 242.71%-215.1pp | 181.32%-153.7pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,427 | $4,015-64.4% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,838 | $5,564-67.0% | $5,116-64.1% | $6,507-71.7% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |