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 | $52,924 | $167,484-68.4% | $151,611-65.1% | $134,475-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.30% | 7.80%-17.1pp | 3.33%-12.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $11,598 | $6,829+69.8% | $6,166+88.1% | $4,740+144.7% |
| Participant deferral / active EE | $11,935 | $8,986+32.8% | $8,363+42.7% | $6,400+86.5% |
| Admin fee / account holder | $268 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |