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 9-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 | $27,517 | $65,041-57.7% | $90,951-69.7% | $79,858-65.5% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 21.54% | 30.45%-8.9pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,199 | $1,247-3.9% | $2,122-43.5% | $2,471-51.5% |
| Participant deferral / active EE | $3,060 | $2,512+21.8% | $3,373-9.3% | $3,740-18.2% |
| Admin fee / account holder | $68 | $4,536-98.5% | $5,959-98.9% | $5,306-98.7% |