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 4-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 | $24,801 | $117,983-79.0% | $101,794-75.6% | $142,382-82.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.46% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,579 | $2,773-7.0% | $2,289+12.7% | $4,299-40.0% |
| Participant deferral / active EE | $5,829 | $4,714+23.7% | $4,084+42.7% | $6,507-10.4% |
| Admin fee / account holder | $146 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |