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 | $47,337 | $114,381-58.6% | $107,525-56.0% | $142,382-66.8% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 16.96% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,550 | $4,015-36.5% | $3,754-32.1% | $4,299-40.7% |
| Participant deferral / active EE | $8,592 | $5,564+54.4% | $5,116+68.0% | $6,507+32.0% |
| Admin fee / account holder | $166 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |