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 | $21,157 | $114,381-81.5% | $107,525-80.3% | $142,382-85.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 31.34% | 242.71%-211.4pp | 181.32%-150.0pp | 217.08%-185.7pp |
| Employer contribution / active EE | $1,166 | $4,015-71.0% | $3,754-68.9% | $4,299-72.9% |
| Participant deferral / active EE | $6,363 | $5,564+14.4% | $5,116+24.4% | $6,507-2.2% |
| Admin fee / account holder | $179 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |