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 | $56,103 | $185,822-69.8% | $169,993-67.0% | $139,434-59.8% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 22.49% | 60.50%-38.0pp | 53.37%-30.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $5,084 | $7,590-33.0% | $6,785-25.1% | $4,751+7.0% |
| Participant deferral / active EE | $9,774 | $11,622-15.9% | $10,408-6.1% | $6,710+45.7% |
| Admin fee / account holder | $269 | $15,381-98.3% | $12,815-97.9% | $11,403-97.6% |