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 | $25,162 | $111,754-77.5% | $103,333-75.6% | $145,922-82.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 22.33% | 24.77%-2.4pp | 24.88%-2.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $3,939 | $4,212-6.5% | $3,868+1.8% | $4,660-15.5% |
| Participant deferral / active EE | $5,082 | $5,619-9.6% | $5,057+0.5% | $6,688-24.0% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |