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 | $71,848 | $91,190-21.2% | $178,490-59.7% | $79,858-10.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 11.87% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,375 | $3,256-57.8% | $5,011-72.5% | $2,471-44.3% |
| Participant deferral / active EE | $2,633 | $3,236-18.6% | $5,202-49.4% | $3,740-29.6% |
| Admin fee / account holder | $65 | $6,751-99.0% | $13,984-99.5% | $5,306-98.8% |