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 | $41,031 | $93,571-56.1% | $135,903-69.8% | $75,163-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.81% | 30.90%-4.1pp | 68.23%-41.4pp | 160.62%-133.8pp |
| Employer contribution / active EE | $3,147 | $3,537-11.0% | $4,856-35.2% | $2,670+17.9% |
| Participant deferral / active EE | $7,268 | $6,404+13.5% | $7,758-6.3% | $4,125+76.2% |
| Admin fee / account holder | $147 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |