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 | $53,845 | $73,933-27.2% | $96,683-44.3% | $75,163-28.4% |
| Participation rate | 94.2% | 66.4%+27.8pp | 74.3%+19.9pp | 67.2%+27.0pp |
| Annual return | 19.91% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,706 | $2,928-41.7% | $3,737-54.3% | $2,670-36.1% |
| Participant deferral / active EE | $3,292 | $3,659-10.0% | $4,878-32.5% | $4,125-20.2% |
| Admin fee / account holder | $225 | $5,216-95.7% | $6,730-96.7% | $5,651-96.0% |