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 | $55,193 | $54,762+0.8% | $90,281-38.9% | $72,985-24.4% |
| Participation rate | 85.2% | 65.1%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 21.45% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,124 | $2,092+1.5% | $2,854-25.6% | $2,440-12.9% |
| Participant deferral / active EE | $2,526 | $2,887-12.5% | $3,885-35.0% | $3,607-30.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |