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 | $41,337 | $111,754-63.0% | $103,333-60.0% | $145,922-71.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.53% | 24.77%-10.2pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,108 | $4,212-2.5% | $3,868+6.2% | $4,660-11.8% |
| Participant deferral / active EE | $6,927 | $5,619+23.3% | $5,057+37.0% | $6,688+3.6% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,355-97.5% | $13,397-98.5% |