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 | $57,267 | $114,381-49.9% | $107,525-46.7% | $142,382-59.8% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 22.45% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,167 | $4,015+3.8% | $3,754+11.0% | $4,299-3.1% |
| Participant deferral / active EE | $5,127 | $5,564-7.9% | $5,116+0.2% | $6,507-21.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |