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 | $76,914 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-71.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 68.4%+17.3pp | 83.0%+2.7pp |
| Annual return | 7.40% | 2.55%+4.9pp | 5.24%+2.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,469 | $2,350-37.5% | $1,844-20.4% | $4,869-69.8% |
| Participant deferral / active EE | $2,052 | $2,962-30.7% | $2,591-20.8% | $5,287-61.2% |
| Admin fee / account holder | $270 | $3,725-92.8% | $2,903-90.7% | $10,132-97.3% |