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 | $41,165 | $63,355-35.0% | $91,989-55.3% | $72,985-43.6% |
| Participation rate | 81.5% | 72.5%+9.0pp | 78.6%+2.9pp | 69.5%+12.0pp |
| Annual return | 22.60% | 35.35%-12.8pp | 69.02%-46.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $555 | $2,116-73.7% | $3,452-83.9% | $2,440-77.2% |
| Participant deferral / active EE | $5,555 | $4,883+13.8% | $5,923-6.2% | $3,607+54.0% |
| Admin fee / account holder | $205 | $4,668-95.6% | $7,743-97.4% | $5,124-96.0% |