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 | $24,639 | $127,065-80.6% | $113,168-78.2% | $142,382-82.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 27.94% | 24.03%+3.9pp | 24.27%+3.7pp | 217.08%-189.1pp |
| Employer contribution / active EE | $2,714 | $3,442-21.2% | $2,975-8.8% | $4,299-36.9% |
| Participant deferral / active EE | $7,397 | $5,716+29.4% | $5,107+44.8% | $6,507+13.7% |
| Admin fee / account holder | $126 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |