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 | $61,711 | $214,378-71.2% | $200,582-69.2% | $142,382-56.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.82% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,193 | $6,841-68.0% | $6,419-65.8% | $4,299-49.0% |
| Participant deferral / active EE | $7,800 | $9,865-20.9% | $9,331-16.4% | $6,507+19.9% |
| Admin fee / account holder | $188 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |