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 | $60,742 | $54,705+11.0% | $71,209-14.7% | $84,808-28.4% |
| Participation rate | 74.3% | 64.1%+10.2pp | 73.8%+0.5pp | 68.3%+6.0pp |
| Annual return | 17.30% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,304 | $2,158-39.6% | $2,721-52.1% | $2,631-50.5% |
| Participant deferral / active EE | $3,539 | $3,030+16.8% | $4,175-15.2% | $4,212-16.0% |
| Admin fee / account holder | $127 | $4,863-97.4% | $5,349-97.6% | $7,344-98.3% |