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 | $42,587 | $114,381-62.8% | $107,525-60.4% | $142,382-70.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.69% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,432 | $4,015-14.5% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $5,252 | $5,564-5.6% | $5,116+2.7% | $6,507-19.3% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |