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 | $38,049 | $117,841-67.7% | $102,423-62.9% | $145,922-73.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 19.66% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $3,161 | $3,615-12.6% | $3,023+4.5% | $4,660-32.2% |
| Participant deferral / active EE | $5,975 | $5,731+4.3% | $5,053+18.2% | $6,688-10.7% |
| Admin fee / account holder | $141 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |