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 8-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 | $25,067 | $109,881-77.2% | $150,045-83.3% | $84,808-70.4% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 22.12% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,318 | $3,561-34.9% | $4,693-50.6% | $2,631-11.9% |
| Participant deferral / active EE | $3,279 | $6,636-50.6% | $7,997-59.0% | $4,212-22.1% |
| Admin fee / account holder | $104 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |