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 | $59,979 | $67,606-11.3% | $82,313-27.1% | $70,131-14.5% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,996 | $1,755+13.7% | $2,428-17.8% | $2,342-14.8% |
| Participant deferral / active EE | $4,549 | $2,987+52.3% | $3,706+22.7% | $3,332+36.5% |
| Admin fee / account holder | $26 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |