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 | $27,064 | $77,899-65.3% | $149,673-81.9% | $75,163-64.0% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 30.25% | 31.72%-1.5pp | 134.42%-104.2pp | 160.62%-130.4pp |
| Employer contribution / active EE | $3,178 | $3,137+1.3% | $4,818-34.0% | $2,670+19.1% |
| Participant deferral / active EE | $7,462 | $3,411+118.8% | $5,680+31.4% | $4,125+80.9% |
| Admin fee / account holder | $208 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |