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 | $28,047 | $65,685-57.3% | $57,179-50.9% | $273,961-89.8% |
| Participation rate | 76.2% | 78.3%-2.2pp | 75.3%+0.8pp | 83.0%-6.8pp |
| Annual return | 8.44% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,867 | $3,279-12.5% | $2,682+6.9% | $4,869-41.1% |
| Participant deferral / active EE | $3,997 | $3,782+5.7% | $3,096+29.1% | $5,287-24.4% |
| Admin fee / account holder | $110 | $4,835-97.7% | $3,139-96.5% | $10,132-98.9% |