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 | $87,066 | $114,381-23.9% | $107,525-19.0% | $142,382-38.9% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 19.57% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,542 | $4,015-36.7% | $3,754-32.3% | $4,299-40.9% |
| Participant deferral / active EE | $6,259 | $5,564+12.5% | $5,116+22.3% | $6,507-3.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |