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 | $28,396 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.71% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,911 | $5,313-64.0% | $4,672-59.1% | $4,660-59.0% |
| Participant deferral / active EE | $6,483 | $6,462+0.3% | $5,626+15.2% | $6,688-3.1% |
| Admin fee / account holder | $108 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |