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 | $84,021 | $87,733-4.2% | $106,548-21.1% | $85,850-2.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 76.1%+13.9pp | 69.3%+20.7pp |
| Annual return | 13.88% | 21.86%-8.0pp | 26.80%-12.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $742 | $2,073-64.2% | $2,819-73.7% | $2,565-71.1% |
| Participant deferral / active EE | $3,450 | $3,469-0.6% | $4,398-21.6% | $3,952-12.7% |
| Admin fee / account holder | $252 | $6,767-96.3% | $7,407-96.6% | $6,260-96.0% |