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 | $27,878 | $159,901-82.6% | $146,958-81.0% | $145,922-80.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.01% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,564 | $5,286-70.4% | $4,933-68.3% | $4,660-66.4% |
| Participant deferral / active EE | $4,825 | $8,428-42.8% | $8,070-40.2% | $6,688-27.9% |
| Admin fee / account holder | $153 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |