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 | $23,781 | $172,478-86.2% | $145,661-83.7% | $142,382-83.3% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.2%-4.5pp | 80.1%-7.4pp |
| Annual return | 25.23% | 151.09%-125.9pp | 101.46%-76.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,473 | $4,899-8.7% | $4,238+5.6% | $4,299+4.1% |
| Participant deferral / active EE | $2,656 | $8,348-68.2% | $7,198-63.1% | $6,507-59.2% |
| Admin fee / account holder | $129 | $16,864-99.2% | $12,466-99.0% | $12,624-99.0% |