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 | $26,930 | $148,534-81.9% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 25.57% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,524 | $5,243-51.9% | $4,856-48.0% | $4,751-46.9% |
| Participant deferral / active EE | $8,648 | $8,100+6.8% | $7,758+11.5% | $6,710+28.9% |
| Admin fee / account holder | $285 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |