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 6-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 | $21,613 | $115,882-81.3% | $100,516-78.5% | $158,922-86.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 42.41% | 34.79%+7.6pp | 30.89%+11.5pp | 302.83%-260.4pp |
| Employer contribution / active EE | $5,550 | $4,103+35.3% | $3,418+62.4% | $4,761+16.6% |
| Participant deferral / active EE | $6,059 | $6,674-9.2% | $6,270-3.4% | $5,982+1.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |