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 | $53,631 | $214,378-75.0% | $200,582-73.3% | $142,382-62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.27% | 46.41%-25.1pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,576 | $6,841-47.7% | $6,419-44.3% | $4,299-16.8% |
| Participant deferral / active EE | $6,947 | $9,865-29.6% | $9,331-25.6% | $6,507+6.8% |
| Admin fee / account holder | $209 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |