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 | $52,167 | $60,124-13.2% | $90,404-42.3% | $79,858-34.7% |
| Participation rate | 70.2% | 65.0%+5.2pp | 72.7%-2.5pp | 69.6%+0.6pp |
| Annual return | 11.15% | 71.94%-60.8pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $822 | $2,068-60.2% | $3,262-74.8% | $2,471-66.7% |
| Participant deferral / active EE | $2,212 | $2,938-24.7% | $3,963-44.2% | $3,740-40.9% |
| Admin fee / account holder | $93 | $3,976-97.7% | $5,611-98.3% | $5,306-98.2% |