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 | $27,155 | $117,841-77.0% | $102,423-73.5% | $145,922-81.4% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.27% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,012 | $3,615-16.7% | $3,023-0.4% | $4,660-35.4% |
| Participant deferral / active EE | $5,169 | $5,731-9.8% | $5,053+2.3% | $6,688-22.7% |
| Admin fee / account holder | $100 | $13,326-99.2% | $9,451-98.9% | $13,397-99.3% |