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 | $59,719 | $72,492-17.6% | $87,100-31.4% | $72,985-18.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 27.20% | 24.46%+2.7pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $5,300 | $1,894+179.8% | $2,521+110.2% | $2,440+117.2% |
| Participant deferral / active EE | $4,336 | $3,270+32.6% | $4,049+7.1% | $3,607+20.2% |
| Admin fee / account holder | $205 | $5,055-95.9% | $7,497-97.3% | $5,124-96.0% |