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 | $28,736 | $70,475-59.2% | $100,516-71.4% | $79,858-64.0% |
| Participation rate | 94.7% | 73.7%+21.1pp | 79.4%+15.3pp | 69.6%+25.1pp |
| Annual return | 28.37% | 21.90%+6.5pp | 30.89%-2.5pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,576 | $5,181+46.2% | $6,270+20.8% | $3,740+102.6% |
| Admin fee / account holder | $31 | $4,478-99.3% | $8,081-99.6% | $5,306-99.4% |