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 | $40,838 | $47,848-14.7% | $81,478-49.9% | $70,131-41.8% |
| Participation rate | 75.9% | 58.3%+17.6pp | 68.0%+7.9pp | 69.5%+6.3pp |
| Annual return | 18.96% | 27.25%-8.3pp | 38.78%-19.8pp | 73.14%-54.2pp |
| Employer contribution / active EE | $721 | $1,527-52.8% | $2,568-71.9% | $2,342-69.2% |
| Participant deferral / active EE | $4,417 | $2,453+80.1% | $3,537+24.9% | $3,332+32.6% |
| Admin fee / account holder | $290 | $3,145-90.8% | $4,561-93.6% | $4,645-93.8% |