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 | $67,568 | $91,190-25.9% | $178,490-62.1% | $79,858-15.4% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 11.93% | 24.19%-12.3pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,942 | $3,256-40.4% | $5,011-61.2% | $2,471-21.4% |
| Participant deferral / active EE | $3,825 | $3,236+18.2% | $5,202-26.5% | $3,740+2.3% |
| Admin fee / account holder | $298 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |