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 | $40,761 | $84,233-51.6% | $170,442-76.1% | $70,131-41.9% |
| Participation rate | 76.7% | 70.8%+5.8pp | 83.6%-6.9pp | 69.5%+7.1pp |
| Annual return | 19.63% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,622 | $3,387-52.1% | $5,433-70.1% | $2,342-30.8% |
| Participant deferral / active EE | $3,502 | $3,086+13.5% | $4,939-29.1% | $3,332+5.1% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |