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 | $54,297 | $109,413-50.4% | $156,263-65.3% | $84,808-36.0% |
| Participation rate | 78.8% | 72.7%+6.1pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 14.58% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,427 | $2,907-50.9% | $4,333-67.1% | $2,631-45.8% |
| Participant deferral / active EE | $2,421 | $4,590-47.2% | $6,158-60.7% | $4,212-42.5% |
| Admin fee / account holder | $180 | $9,357-98.1% | $14,255-98.7% | $7,344-97.5% |