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 | $52,933 | $53,516-1.1% | $126,539-58.2% | $84,808-37.6% |
| Participation rate | 76.3% | 58.2%+18.1pp | 69.8%+6.5pp | 68.3%+8.0pp |
| Annual return | 21.41% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $4,426 | $1,535+188.4% | $3,674+20.5% | $2,631+68.2% |
| Participant deferral / active EE | $8,183 | $2,671+206.4% | $4,083+100.4% | $4,212+94.3% |
| Admin fee / account holder | $163 | $4,497-96.4% | $6,065-97.3% | $7,344-97.8% |