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 5-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 | $75,586 | $106,515-29.0% | $96,683-21.8% | $139,434-45.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 43.16% | 38.43%+4.7pp | 35.69%+7.5pp | 372.94%-329.8pp |
| Employer contribution / active EE | $2,154 | $4,103-47.5% | $3,737-42.3% | $4,751-54.7% |
| Participant deferral / active EE | $15,258 | $5,454+179.8% | $4,878+212.8% | $6,710+127.4% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |