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 | $61,720 | $104,251-40.8% | $91,001-32.2% | $147,584-58.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 10.21% | 27.06%-16.9pp | 4.60%+5.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,683 | $3,116-13.9% | $2,456+9.3% | $4,876-45.0% |
| Participant deferral / active EE | $5,668 | $4,195+35.1% | $3,547+59.8% | $5,439+4.2% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |