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 | $52,590 | $154,365-65.9% | $130,231-59.6% | $139,434-62.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 23.03% | 30.34%-7.3pp | 38.77%-15.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $5,855 | $5,170+13.2% | $4,126+41.9% | $4,751+23.2% |
| Participant deferral / active EE | $6,470 | $8,498-23.9% | $6,799-4.8% | $6,710-3.6% |
| Admin fee / account holder | $215 | $9,214-97.7% | $6,020-96.4% | $11,403-98.1% |