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 | $29,888 | $114,381-73.9% | $107,525-72.2% | $142,382-79.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.54% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,771 | $4,015-55.9% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $7,840 | $5,564+40.9% | $5,116+53.3% | $6,507+20.5% |
| Admin fee / account holder | $155 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |