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 3-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 | $11,691 | $114,381-89.8% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.53% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,036 | $4,015-74.2% | $3,754-72.4% | $4,299-75.9% |
| Participant deferral / active EE | $1,707 | $5,564-69.3% | $5,116-66.6% | $6,507-73.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |