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 | $64,634 | $181,894-64.5% | $156,549-58.7% | $273,961-76.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.75% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,341 | $6,248-14.5% | $5,501-2.9% | $4,869+9.7% |
| Participant deferral / active EE | $2,604 | $5,550-53.1% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $235 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |