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 | $9,921 | $114,381-91.3% | $107,525-90.8% | $142,382-93.0% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 21.37% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,071 | $4,015-73.3% | $3,754-71.5% | $4,299-75.1% |
| Participant deferral / active EE | $1,742 | $5,564-68.7% | $5,116-66.0% | $6,507-73.2% |
| Admin fee / account holder | $188 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |