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 | $12,879 | $117,983-89.1% | $101,794-87.3% | $142,382-91.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 176.56% | 36.92%+139.6pp | 30.53%+146.0pp | 217.08%-40.5pp |
| Employer contribution / active EE | $1,107 | $2,773-60.1% | $2,289-51.6% | $4,299-74.2% |
| Participant deferral / active EE | $2,177 | $4,714-53.8% | $4,084-46.7% | $6,507-66.5% |
| Admin fee / account holder | $90 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |