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 | $44,151 | $84,233-47.6% | $170,442-74.1% | $70,131-37.0% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 19.70% | 23.06%-3.4pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,592 | $3,387-53.0% | $5,433-70.7% | $2,342-32.0% |
| Participant deferral / active EE | $3,049 | $3,086-1.2% | $4,939-38.3% | $3,332-8.5% |
| Admin fee / account holder | $172 | $5,698-97.0% | $13,880-98.8% | $4,645-96.3% |