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 | $60,478 | $55,706+8.6% | $75,886-20.3% | $72,985-17.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.28% | 27.59%-3.3pp | 30.76%-6.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,604 | $1,687-4.9% | $2,500-35.8% | $2,440-34.3% |
| Participant deferral / active EE | $2,292 | $2,634-13.0% | $3,603-36.4% | $3,607-36.5% |
| Admin fee / account holder | $241 | $3,978-93.9% | $5,418-95.6% | $5,124-95.3% |