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 | $71,590 | $72,492-1.2% | $87,100-17.8% | $72,985-1.9% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 26.70% | 24.46%+2.2pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,339 | $1,894+23.5% | $2,521-7.2% | $2,440-4.1% |
| Participant deferral / active EE | $5,056 | $3,270+54.6% | $4,049+24.9% | $3,607+40.1% |
| Admin fee / account holder | $286 | $5,055-94.3% | $7,497-96.2% | $5,124-94.4% |