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 | $47,753 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.20% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,791 | $4,961-63.9% | $4,693-61.8% | $4,299-58.3% |
| Participant deferral / active EE | $5,700 | $8,310-31.4% | $7,997-28.7% | $6,507-12.4% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |