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 | $25,587 | $179,726-85.8% | $156,263-83.6% | $142,382-82.0% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 24.63% | 77.86%-53.2pp | 59.47%-34.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,793 | $5,069-64.6% | $4,333-58.6% | $4,299-58.3% |
| Participant deferral / active EE | $4,414 | $6,956-36.5% | $6,158-28.3% | $6,507-32.2% |
| Admin fee / account holder | $88 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |