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 | $36,188 | $103,949-65.2% | $69,182-47.7% | $273,961-86.8% |
| Participation rate | 71.4% | 67.4%+4.1pp | 55.1%+16.3pp | 83.0%-11.6pp |
| Annual return | 7.90% | 35.28%-27.4pp | -21.93%+29.8pp | 41.45%-33.6pp |
| Employer contribution / active EE | $330 | $1,783-81.5% | $1,206-72.6% | $4,869-93.2% |
| Participant deferral / active EE | $2,411 | $2,716-11.2% | $1,897+27.1% | $5,287-54.4% |
| Admin fee / account holder | $16 | $3,671-99.6% | $2,697-99.4% | $10,132-99.8% |