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 5-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 | $28,862 | $109,881-73.7% | $150,045-80.8% | $84,808-66.0% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 20.31% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,081 | $3,561-41.6% | $4,693-55.7% | $2,631-20.9% |
| Participant deferral / active EE | $4,474 | $6,636-32.6% | $7,997-44.1% | $4,212+6.2% |
| Admin fee / account holder | $129 | $8,568-98.5% | $13,435-99.0% | $7,344-98.2% |