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 | $49,330 | $88,707-44.4% | $74,183-33.5% | $273,961-82.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.98% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $702 | $3,159-77.8% | $2,370-70.4% | $4,869-85.6% |
| Participant deferral / active EE | $1,641 | $4,212-61.0% | $3,550-53.8% | $5,287-69.0% |
| Admin fee / account holder | $42 | $8,717-99.5% | $5,586-99.3% | $10,132-99.6% |