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 | $35,551 | $99,341-64.2% | $84,750-58.1% | $273,961-87.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 10.18% | 22.93%-12.8pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,318 | $4,214-45.0% | $3,574-35.2% | $4,869-52.4% |
| Participant deferral / active EE | $5,670 | $4,269+32.8% | $3,712+52.8% | $5,287+7.2% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |