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 | $43,047 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.08% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,581 | $4,015-60.6% | $3,754-57.9% | $4,299-63.2% |
| Participant deferral / active EE | $2,475 | $5,564-55.5% | $5,116-51.6% | $6,507-62.0% |
| Admin fee / account holder | $158 | $9,860-98.4% | $8,919-98.2% | $12,624-98.8% |