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 9-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 | $25,786 | $54,762-52.9% | $90,281-71.4% | $72,985-64.7% |
| Participation rate | 71.9% | 65.1%+6.7pp | 73.3%-1.4pp | 69.5%+2.4pp |
| Annual return | 38.43% | 30.63%+7.8pp | 78.10%-39.7pp | 81.00%-42.6pp |
| Employer contribution / active EE | $2,879 | $2,092+37.6% | $2,854+0.9% | $2,440+18.0% |
| Participant deferral / active EE | $4,770 | $2,887+65.2% | $3,885+22.8% | $3,607+32.2% |
| Admin fee / account holder | $284 | $3,972-92.9% | $5,351-94.7% | $5,124-94.5% |