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 | $47,945 | $114,381-58.1% | $107,525-55.4% | $142,382-66.3% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,243 | $4,015-19.2% | $3,754-13.6% | $4,299-24.6% |
| Participant deferral / active EE | $6,461 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $244 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |