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 | $28,952 | $124,281-76.7% | $109,143-73.5% | $167,490-82.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 27.46% | 26.04%+1.4pp | 25.75%+1.7pp | 478.56%-451.1pp |
| Employer contribution / active EE | $1,990 | $4,207-52.7% | $3,722-46.5% | $4,837-58.9% |
| Participant deferral / active EE | $3,057 | $5,255-41.8% | $4,653-34.3% | $6,341-51.8% |
| Admin fee / account holder | $145 | $7,970-98.2% | $6,752-97.8% | $12,309-98.8% |