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 6-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 | $52,858 | $175,202-69.8% | $149,673-64.7% | $139,434-62.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 18.15% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,045 | $5,474-62.6% | $4,818-57.6% | $4,751-57.0% |
| Participant deferral / active EE | $5,466 | $6,519-16.2% | $5,680-3.8% | $6,710-18.5% |
| Admin fee / account holder | $193 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |