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 | $36,820 | $111,754-67.1% | $103,333-64.4% | $145,922-74.8% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 23.88% | 24.77%-0.9pp | 24.88%-1.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $2,828 | $4,212-32.9% | $3,868-26.9% | $4,660-39.3% |
| Participant deferral / active EE | $5,300 | $5,619-5.7% | $5,057+4.8% | $6,688-20.8% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |