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 | $23,858 | $81,632-70.8% | $70,449-66.1% | $158,922-85.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.47% | 208.40%-196.9pp | 109.03%-97.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,022 | $3,217-37.2% | $2,737-26.1% | $4,761-57.5% |
| Participant deferral / active EE | $1,740 | $4,554-61.8% | $3,709-53.1% | $5,982-70.9% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |