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 | $43,686 | $72,492-39.7% | $87,100-49.8% | $72,985-40.1% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 22.61% | 24.46%-1.8pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,497 | $1,894+31.8% | $2,521-1.0% | $2,440+2.3% |
| Participant deferral / active EE | $4,189 | $3,270+28.1% | $4,049+3.5% | $3,607+16.1% |
| Admin fee / account holder | $210 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |