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 4-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 | $70,039 | $167,484-58.2% | $151,611-53.8% | $134,475-47.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,206 | $6,829-53.0% | $6,166-48.0% | $4,740-32.3% |
| Participant deferral / active EE | $6,958 | $8,986-22.6% | $8,363-16.8% | $6,400+8.7% |
| Admin fee / account holder | $223 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |