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 | $80,892 | $113,935-29.0% | $94,224-14.1% | $125,391-35.5% |
| Participation rate | 87.0% | 82.9%+4.1pp | 78.8%+8.2pp | 83.2%+3.8pp |
| Annual return | 2.08% | 5.29%-3.2pp | 10.68%-8.6pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,417 | $4,727-70.0% | $3,587-60.5% | $4,866-70.9% |
| Participant deferral / active EE | $2,606 | $5,179-49.7% | $4,320-39.7% | $5,352-51.3% |
| Admin fee / account holder | $20 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |