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 | $35,372 | $101,724-65.2% | $164,813-78.5% | $80,856-56.3% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.3pp | 67.6%+15.2pp |
| Annual return | 22.29% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $2,463 | $2,953-16.6% | $4,341-43.2% | $2,755-10.6% |
| Participant deferral / active EE | $4,102 | $4,477-8.4% | $6,031-32.0% | $4,296-4.5% |
| Admin fee / account holder | $165 | $8,227-98.0% | $12,690-98.7% | $6,918-97.6% |