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 | $57,175 | $72,277-20.9% | $101,248-43.5% | $79,858-28.4% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | 23.24% | 22.30%+0.9pp | 46.47%-23.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,967 | $2,692+47.4% | $3,660+8.4% | $2,471+60.6% |
| Participant deferral / active EE | $2,386 | $3,282-27.3% | $4,370-45.4% | $3,740-36.2% |
| Admin fee / account holder | $146 | $4,400-96.7% | $5,945-97.5% | $5,306-97.3% |