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 | $46,062 | $86,929-47.0% | $102,423-55.0% | $80,856-43.0% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.6pp | 67.6%+5.2pp |
| Annual return | 16.67% | 18.88%-2.2pp | 29.32%-12.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,212 | $2,369-6.6% | $3,023-26.8% | $2,755-19.7% |
| Participant deferral / active EE | $4,238 | $4,118+2.9% | $5,053-16.1% | $4,296-1.3% |
| Admin fee / account holder | $240 | $8,049-97.0% | $9,451-97.5% | $6,918-96.5% |