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 | $32,474 | $175,202-81.5% | $149,673-78.3% | $139,434-76.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.30% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,631 | $5,474-70.2% | $4,818-66.2% | $4,751-65.7% |
| Participant deferral / active EE | $5,278 | $6,519-19.0% | $5,680-7.1% | $6,710-21.3% |
| Admin fee / account holder | $198 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |