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 | $71,924 | $74,888-4.0% | $71,209+1.0% | $142,382-49.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.68% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,348 | $2,854+87.4% | $2,721+96.6% | $4,299+24.4% |
| Participant deferral / active EE | $9,207 | $4,454+106.7% | $4,175+120.5% | $6,507+41.5% |
| Admin fee / account holder | $147 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |