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 | $55,996 | $89,753-37.6% | $107,525-47.9% | $84,808-34.0% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 19.28% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,562 | $3,113-17.7% | $3,754-31.8% | $2,631-2.6% |
| Participant deferral / active EE | $3,869 | $4,056-4.6% | $5,116-24.4% | $4,212-8.1% |
| Admin fee / account holder | $221 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |