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 | $78,340 | $72,492+8.1% | $87,100-10.1% | $72,985+7.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 20.27% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,172 | $1,894-38.1% | $2,521-53.5% | $2,440-51.9% |
| Participant deferral / active EE | $2,708 | $3,270-17.2% | $4,049-33.1% | $3,607-24.9% |
| Admin fee / account holder | $258 | $5,055-94.9% | $7,497-96.6% | $5,124-95.0% |