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 8-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 | $50,649 | $114,381-55.7% | $107,525-52.9% | $142,382-64.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.50% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,088 | $4,015-48.0% | $3,754-44.4% | $4,299-51.4% |
| Participant deferral / active EE | $10,119 | $5,564+81.9% | $5,116+97.8% | $6,507+55.5% |
| Admin fee / account holder | $297 | $9,860-97.0% | $8,919-96.7% | $12,624-97.6% |