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 | $35,082 | $215,361-83.7% | $171,082-79.5% | $273,961-87.2% |
| Participation rate | 73.9% | 82.0%-8.1pp | 76.7%-2.8pp | 83.0%-9.1pp |
| Annual return | 7.71% | 25.14%-17.4pp | 32.56%-24.9pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,124 | $4,967-77.4% | $4,002-71.9% | $4,869-76.9% |
| Participant deferral / active EE | $2,984 | $5,543-46.2% | $4,797-37.8% | $5,287-43.6% |
| Admin fee / account holder | $158 | $10,846-98.5% | $8,520-98.1% | $10,132-98.4% |