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 | $73,336 | $93,346-21.4% | $71,796+2.1% | $273,961-73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.30% | 130.39%-123.1pp | 78.04%-70.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,174 | $2,733-57.0% | $1,924-39.0% | $4,869-75.9% |
| Participant deferral / active EE | $2,790 | $3,475-19.7% | $2,794-0.2% | $5,287-47.2% |
| Admin fee / account holder | $177 | $6,571-97.3% | $4,815-96.3% | $10,132-98.2% |