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 | $69,206 | $93,071-25.6% | $74,583-7.2% | $273,961-74.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.85% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $933 | $3,160-70.5% | $2,525-63.1% | $4,869-80.8% |
| Participant deferral / active EE | $4,970 | $4,160+19.5% | $3,458+43.7% | $5,287-6.0% |
| Admin fee / account holder | $18 | $5,272-99.7% | $4,138-99.6% | $10,132-99.8% |