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 | $101,631 | $67,606+50.3% | $82,313+23.5% | $70,131+44.9% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 20.70% | 21.57%-0.9pp | 25.88%-5.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $677 | $1,755-61.4% | $2,428-72.1% | $2,342-71.1% |
| Participant deferral / active EE | $2,757 | $2,987-7.7% | $3,706-25.6% | $3,332-17.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |