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 | $72,752 | $91,190-20.2% | $178,490-59.2% | $79,858-8.9% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 19.48% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $389 | $3,256-88.1% | $5,011-92.2% | $2,471-84.3% |
| Participant deferral / active EE | $3,120 | $3,236-3.6% | $5,202-40.0% | $3,740-16.6% |
| Admin fee / account holder | $151 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |