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 | $54,529 | $114,381-52.3% | $107,525-49.3% | $142,382-61.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,744 | $4,015-31.7% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $5,018 | $5,564-9.8% | $5,116-1.9% | $6,507-22.9% |
| Admin fee / account holder | $201 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |