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 | $55,757 | $65,685-15.1% | $57,179-2.5% | $273,961-79.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.09% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,385 | $3,279-27.3% | $2,682-11.1% | $4,869-51.0% |
| Participant deferral / active EE | $2,951 | $3,782-22.0% | $3,096-4.7% | $5,287-44.2% |
| Admin fee / account holder | $15 | $4,835-99.7% | $3,139-99.5% | $10,132-99.9% |