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 | $56,180 | $165,984-66.2% | $164,813-65.9% | $145,922-61.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 11.71% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,674 | $5,273-11.4% | $4,341+7.7% | $4,660+0.3% |
| Participant deferral / active EE | $8,719 | $6,959+25.3% | $6,031+44.6% | $6,688+30.4% |
| Admin fee / account holder | $250 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |