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 | $30,186 | $80,968-62.7% | $96,544-68.7% | $75,163-59.8% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 33.21% | 27.06%+6.1pp | 25.84%+7.4pp | 160.62%-127.4pp |
| Employer contribution / active EE | $1,348 | $2,282-40.9% | $2,965-54.5% | $2,670-49.5% |
| Participant deferral / active EE | $1,999 | $3,928-49.1% | $4,851-58.8% | $4,125-51.6% |
| Admin fee / account holder | $129 | $6,724-98.1% | $8,252-98.4% | $5,651-97.7% |