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 | $55,204 | $72,404-23.8% | $110,238-49.9% | $64,186-14.0% |
| Participation rate | 76.3% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | 6.90% | -6.29%+13.2pp | 314.74%-307.8pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,237 | $2,282-45.8% | $3,826-67.7% | $2,381-48.0% |
| Participant deferral / active EE | $2,411 | $3,469-30.5% | $4,672-48.4% | $3,470-30.5% |
| Admin fee / account holder | $86 | $5,664-98.5% | $8,547-99.0% | $4,888-98.2% |