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 | $54,156 | $60,892-11.1% | $82,389-34.3% | $84,808-36.1% |
| Participation rate | 82.2% | 63.3%+18.9pp | 69.5%+12.6pp | 68.3%+13.9pp |
| Annual return | 19.90% | 37.29%-17.4pp | 28.67%-8.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,778 | $1,779+56.2% | $2,517+10.4% | $2,631+5.6% |
| Participant deferral / active EE | $4,324 | $3,179+36.0% | $4,155+4.1% | $4,212+2.7% |
| Admin fee / account holder | $297 | $5,467-94.6% | $7,231-95.9% | $7,344-96.0% |