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 10-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 | $40,634 | $90,503-55.1% | $78,689-48.4% | $273,961-85.2% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 55.66% | 75.60%-19.9pp | 62.18%-6.5pp | 41.45%+14.2pp |
| Employer contribution / active EE | $1,869 | $3,176-41.1% | $2,851-34.4% | $4,869-61.6% |
| Participant deferral / active EE | $3,211 | $3,901-17.7% | $3,517-8.7% | $5,287-39.3% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |