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 | $28,322 | $167,484-83.1% | $151,611-81.3% | $134,475-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 17.65% | 7.80%+9.9pp | 3.33%+14.3pp | 417.96%-400.3pp |
| Employer contribution / active EE | $5,647 | $6,829-17.3% | $6,166-8.4% | $4,740+19.1% |
| Participant deferral / active EE | $9,596 | $8,986+6.8% | $8,363+14.7% | $6,400+49.9% |
| Admin fee / account holder | $76 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |