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 | $71,070 | $177,572-60.0% | $154,803-54.1% | $142,382-50.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.95% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $10,950 | $4,810+127.6% | $4,305+154.3% | $4,299+154.7% |
| Participant deferral / active EE | $8,152 | $6,272+30.0% | $5,540+47.1% | $6,507+25.3% |
| Admin fee / account holder | $147 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |