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 | $24,209 | $148,534-83.7% | $135,903-82.2% | $139,434-82.6% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 41.31% | 79.19%-37.9pp | 68.23%-26.9pp | 372.94%-331.6pp |
| Employer contribution / active EE | $2,739 | $5,243-47.8% | $4,856-43.6% | $4,751-42.3% |
| Participant deferral / active EE | $9,431 | $8,100+16.4% | $7,758+21.6% | $6,710+40.5% |
| Admin fee / account holder | $147 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |