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 | $58,804 | $81,248-27.6% | $155,509-62.2% | $80,856-27.3% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 12.98% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,551 | $3,100+14.5% | $4,672-24.0% | $2,755+28.9% |
| Participant deferral / active EE | $2,783 | $3,452-19.4% | $5,626-50.5% | $4,296-35.2% |
| Admin fee / account holder | $296 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |