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 | $33,109 | $76,552-56.7% | $123,892-73.3% | $62,891-47.4% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,879 | $2,883-34.8% | $4,617-59.3% | $2,281-17.6% |
| Participant deferral / active EE | $2,780 | $4,840-42.6% | $5,984-53.6% | $3,203-13.2% |
| Admin fee / account holder | $110 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |