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 | $57,835 | $68,719-15.8% | $91,541-36.8% | $84,808-31.8% |
| Participation rate | 93.5% | 64.5%+29.0pp | 69.8%+23.8pp | 68.3%+25.2pp |
| Annual return | 15.55% | 19.12%-3.6pp | 20.50%-4.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,856 | $1,920+152.9% | $2,505+93.9% | $2,631+84.6% |
| Participant deferral / active EE | $4,298 | $3,136+37.1% | $4,008+7.2% | $4,212+2.1% |
| Admin fee / account holder | $29 | $5,786-99.5% | $6,956-99.6% | $7,344-99.6% |