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 9-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 | $23,671 | $117,381-79.8% | $99,443-76.2% | $152,861-84.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 34.51% | 31.87%+2.6pp | 30.72%+3.8pp | 345.32%-310.8pp |
| Employer contribution / active EE | $2,918 | $3,013-3.1% | $2,540+14.9% | $4,762-38.7% |
| Participant deferral / active EE | $5,481 | $4,086+34.2% | $3,619+51.5% | $5,850-6.3% |
| Admin fee / account holder | $5 | $7,631-99.9% | $6,250-99.9% | $11,596-100.0% |