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 | $33,675 | $179,726-81.3% | $156,263-78.4% | $142,382-76.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 23.16% | 77.86%-54.7pp | 59.47%-36.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,294 | $5,069-54.7% | $4,333-47.1% | $4,299-46.6% |
| Participant deferral / active EE | $7,059 | $6,956+1.5% | $6,158+14.6% | $6,507+8.5% |
| Admin fee / account holder | $73 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |