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 | $35,946 | $72,492-50.4% | $87,100-58.7% | $72,985-50.7% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 23.49% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,458 | $1,894-23.0% | $2,521-42.2% | $2,440-40.3% |
| Participant deferral / active EE | $1,820 | $3,270-44.3% | $4,049-55.0% | $3,607-49.5% |
| Admin fee / account holder | $5 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |