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 | $59,714 | $127,065-53.0% | $113,168-47.2% | $142,382-58.1% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 19.81% | 24.03%-4.2pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,381 | $3,442-30.8% | $2,975-20.0% | $4,299-44.6% |
| Participant deferral / active EE | $8,713 | $5,716+52.4% | $5,107+70.6% | $6,507+33.9% |
| Admin fee / account holder | $231 | $15,736-98.5% | $12,068-98.1% | $12,624-98.2% |