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 | $28,115 | $84,233-66.6% | $170,442-83.5% | $70,131-59.9% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 18.34% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,032 | $3,387-69.5% | $5,433-81.0% | $2,342-56.0% |
| Participant deferral / active EE | $2,750 | $3,086-10.9% | $4,939-44.3% | $3,332-17.5% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,880-99.5% | $4,645-98.6% |