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 5-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 | $12,073 | $74,888-83.9% | $71,209-83.0% | $142,382-91.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.05% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $943 | $2,854-66.9% | $2,721-65.3% | $4,299-78.1% |
| Participant deferral / active EE | $2,326 | $4,454-47.8% | $4,175-44.3% | $6,507-64.3% |
| Admin fee / account holder | $48 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |