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 | $31,439 | $96,956-67.6% | $70,014-55.1% | $273,961-88.5% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.8%-0.4pp | 83.0%-11.6pp |
| Annual return | 3.16% | 12.93%-9.8pp | 12.99%-9.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,301 | $3,744-38.5% | $2,931-21.5% | $5,287-56.5% |
| Admin fee / account holder | $32 | $7,934-99.6% | $4,380-99.3% | $10,132-99.7% |