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 | $30,147 | $60,022-49.8% | $88,946-66.1% | $84,808-64.5% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 21.46% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,958 | $1,703+15.0% | $2,555-23.4% | $2,631-25.6% |
| Participant deferral / active EE | $3,109 | $3,114-0.2% | $4,581-32.1% | $4,212-26.2% |
| Admin fee / account holder | $194 | $4,811-96.0% | $8,261-97.7% | $7,344-97.4% |