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 | $25,700 | $52,681-51.2% | $75,781-66.1% | $59,632-56.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.94% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $4,360 | $2,193+98.8% | $3,323+31.2% | $2,203+98.0% |
| Participant deferral / active EE | $3,228 | $2,591+24.6% | $3,651-11.6% | $3,192+1.1% |
| Admin fee / account holder | $142 | $3,610-96.1% | $5,299-97.3% | $4,297-96.7% |