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 | $40,902 | $127,065-67.8% | $113,168-63.9% | $142,382-71.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.11% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,962 | $3,442-43.0% | $2,975-34.1% | $4,299-54.4% |
| Participant deferral / active EE | $5,586 | $5,716-2.3% | $5,107+9.4% | $6,507-14.2% |
| Admin fee / account holder | $152 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |