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 | $50,655 | $117,841-57.0% | $102,423-50.5% | $145,922-65.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 13.24% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,135 | $3,615-40.9% | $3,023-29.4% | $4,660-54.2% |
| Participant deferral / active EE | $6,145 | $5,731+7.2% | $5,053+21.6% | $6,688-8.1% |
| Admin fee / account holder | $179 | $13,326-98.7% | $9,451-98.1% | $13,397-98.7% |