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 4-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 | $20,113 | $105,126-80.9% | $94,646-78.7% | $139,434-85.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 41.27% | 38.03%+3.2pp | 156.71%-115.4pp | 372.94%-331.7pp |
| Employer contribution / active EE | $3,746 | $4,106-8.8% | $3,672+2.0% | $4,751-21.2% |
| Participant deferral / active EE | $7,103 | $7,599-6.5% | $7,418-4.2% | $6,710+5.9% |
| Admin fee / account holder | $139 | $8,984-98.4% | $7,231-98.1% | $11,403-98.8% |