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 | $45,786 | $53,127-13.8% | $86,590-47.1% | $70,131-34.7% |
| Participation rate | 79.3% | 65.3%+14.0pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 14.00% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,035 | $2,068-1.6% | $2,839-28.3% | $2,342-13.1% |
| Participant deferral / active EE | $2,060 | $2,696-23.6% | $3,609-42.9% | $3,332-38.2% |
| Admin fee / account holder | $11 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |