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 | $55,205 | $179,726-69.3% | $156,263-64.7% | $142,382-61.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.55% | 77.86%-53.3pp | 59.47%-34.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,334 | $5,069-54.0% | $4,333-46.1% | $4,299-45.7% |
| Participant deferral / active EE | $9,740 | $6,956+40.0% | $6,158+58.2% | $6,507+49.7% |
| Admin fee / account holder | $223 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |