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 | $30,181 | $215,361-86.0% | $171,082-82.4% | $273,961-89.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 6.92% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,610 | $4,967-67.6% | $4,002-59.8% | $4,869-66.9% |
| Participant deferral / active EE | $6,706 | $5,543+21.0% | $4,797+39.8% | $5,287+26.8% |
| Admin fee / account holder | $249 | $10,846-97.7% | $8,520-97.1% | $10,132-97.5% |