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 | $49,537 | $54,762-9.5% | $90,281-45.1% | $72,985-32.1% |
| Participation rate | 70.4% | 65.1%+5.2pp | 73.3%-2.9pp | 69.5%+0.9pp |
| Annual return | 26.48% | 30.63%-4.1pp | 78.10%-51.6pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,135 | $2,092+2.0% | $2,854-25.2% | $2,440-12.5% |
| Participant deferral / active EE | $3,201 | $2,887+10.9% | $3,885-17.6% | $3,607-11.3% |
| Admin fee / account holder | $290 | $3,972-92.7% | $5,351-94.6% | $5,124-94.3% |