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 | $51,458 | $153,311-66.4% | $109,313-52.9% | $273,961-81.2% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 6.61% | 29.86%-23.2pp | 22.07%-15.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,630 | $5,619-71.0% | $3,892-58.1% | $4,869-66.5% |
| Participant deferral / active EE | $4,752 | $3,932+20.8% | $3,166+50.1% | $5,287-10.1% |
| Admin fee / account holder | $84 | $8,076-99.0% | $5,666-98.5% | $10,132-99.2% |