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 | $24,155 | $114,381-78.9% | $107,525-77.5% | $142,382-83.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.06% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $898 | $4,015-77.6% | $3,754-76.1% | $4,299-79.1% |
| Participant deferral / active EE | $1,743 | $5,564-68.7% | $5,116-65.9% | $6,507-73.2% |
| Admin fee / account holder | $14 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |