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 | $21,569 | $106,515-79.8% | $96,683-77.7% | $139,434-84.5% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 27.65% | 38.43%-10.8pp | 35.69%-8.0pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,463 | $4,103-64.3% | $3,737-60.8% | $4,751-69.2% |
| Participant deferral / active EE | $6,597 | $5,454+21.0% | $4,878+35.2% | $6,710-1.7% |
| Admin fee / account holder | $228 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |