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 | $39,152 | $162,781-75.9% | $133,956-70.8% | $158,922-75.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 8.99% | 41.94%-32.9pp | 45.09%-36.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,382 | $4,975-52.1% | $3,919-39.2% | $4,761-50.0% |
| Participant deferral / active EE | $2,784 | $5,911-52.9% | $5,048-44.8% | $5,982-53.5% |
| Admin fee / account holder | $222 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |