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 | $49,694 | $181,894-72.7% | $156,549-68.3% | $273,961-81.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 18.01% | 30.74%-12.7pp | 32.23%-14.2pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,327 | $6,248-62.8% | $5,501-57.7% | $4,869-52.2% |
| Participant deferral / active EE | $4,821 | $5,550-13.1% | $4,871-1.0% | $5,287-8.8% |
| Admin fee / account holder | $143 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |