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 | $37,145 | $48,076-22.7% | $78,689-52.8% | $62,891-40.9% |
| Participation rate | 84.3% | 65.2%+19.1pp | 73.6%+10.8pp | 69.3%+15.0pp |
| Annual return | 7.70% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,427 | $2,015+20.5% | $2,851-14.9% | $2,281+6.4% |
| Participant deferral / active EE | $2,975 | $2,588+15.0% | $3,517-15.4% | $3,203-7.1% |
| Admin fee / account holder | $103 | $3,207-96.8% | $4,510-97.7% | $4,296-97.6% |