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 | $25,733 | $73,933-65.2% | $96,683-73.4% | $75,163-65.8% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 23.84% | 26.70%-2.9pp | 35.69%-11.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $1,935 | $2,928-33.9% | $3,737-48.2% | $2,670-27.5% |
| Participant deferral / active EE | $4,720 | $3,659+29.0% | $4,878-3.2% | $4,125+14.4% |
| Admin fee / account holder | $261 | $5,216-95.0% | $6,730-96.1% | $5,651-95.4% |