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 | $66,640 | $159,602-58.2% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 21.11% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,492 | $4,961+51.0% | $4,693+59.6% | $4,299+74.3% |
| Participant deferral / active EE | $5,771 | $8,310-30.6% | $7,997-27.8% | $6,507-11.3% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |