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 | $50,076 | $54,762-8.6% | $90,281-44.5% | $72,985-31.4% |
| Participation rate | 85.3% | 65.1%+20.1pp | 73.3%+12.0pp | 69.5%+15.8pp |
| Annual return | 20.55% | 30.63%-10.1pp | 78.10%-57.5pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,220 | $2,092+6.1% | $2,854-22.2% | $2,440-9.0% |
| Participant deferral / active EE | $3,779 | $2,887+30.9% | $3,885-2.7% | $3,607+4.8% |
| Admin fee / account holder | $185 | $3,972-95.4% | $5,351-96.5% | $5,124-96.4% |