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 | $64,675 | $67,606-4.3% | $82,313-21.4% | $70,131-7.8% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 13.94% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,156 | $1,755+22.8% | $2,428-11.2% | $2,342-8.0% |
| Participant deferral / active EE | $4,368 | $2,987+46.2% | $3,706+17.9% | $3,332+31.1% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |