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 | $75,788 | $58,851+28.8% | $115,157-34.2% | $72,985+3.8% |
| Participation rate | 77.1% | 65.5%+11.6pp | 75.9%+1.2pp | 69.5%+7.7pp |
| Annual return | 23.18% | 23.16%0pp | 35.60%-12.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,263 | $1,798-29.8% | $3,179-60.3% | $2,440-48.2% |
| Participant deferral / active EE | $3,668 | $2,643+38.8% | $4,168-12.0% | $3,607+1.7% |
| Admin fee / account holder | $88 | $6,370-98.6% | $7,088-98.8% | $5,124-98.3% |