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 | $37,116 | $114,381-67.6% | $107,525-65.5% | $142,382-73.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 27.09% | 242.71%-215.6pp | 181.32%-154.2pp | 217.08%-190.0pp |
| Employer contribution / active EE | $3,411 | $4,015-15.0% | $3,754-9.1% | $4,299-20.7% |
| Participant deferral / active EE | $7,976 | $5,564+43.4% | $5,116+55.9% | $6,507+22.6% |
| Admin fee / account holder | $141 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |