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 | $50,119 | $127,065-60.6% | $113,168-55.7% | $142,382-64.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.40% | 24.03%+2.4pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $18,985 | $3,442+451.6% | $2,975+538.1% | $4,299+341.6% |
| Participant deferral / active EE | $6,165 | $5,716+7.8% | $5,107+20.7% | $6,507-5.3% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |