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 7-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 | $63,805 | $76,367-16.4% | $93,606-31.8% | $72,985-12.6% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $675 | $2,275-70.4% | $2,718-75.2% | $2,440-72.4% |
| Participant deferral / active EE | $4,017 | $3,538+13.5% | $4,069-1.3% | $3,607+11.3% |
| Admin fee / account holder | $129 | $6,838-98.1% | $7,888-98.4% | $5,124-97.5% |