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 | $53,726 | $177,572-69.7% | $154,803-65.3% | $142,382-62.3% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 44.13% | 65.07%-20.9pp | 58.88%-14.8pp | 217.08%-172.9pp |
| Employer contribution / active EE | $1,624 | $4,810-66.2% | $4,305-62.3% | $4,299-62.2% |
| Participant deferral / active EE | $5,538 | $6,272-11.7% | $5,5400% | $6,507-14.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |