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 | $57,669 | $181,894-68.3% | $156,549-63.2% | $273,961-78.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.47% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,730 | $6,248-72.3% | $5,501-68.5% | $4,869-64.5% |
| Participant deferral / active EE | $2,590 | $5,550-53.3% | $4,871-46.8% | $5,287-51.0% |
| Admin fee / account holder | $275 | $15,559-98.2% | $13,027-97.9% | $10,132-97.3% |