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 | $22,865 | $43,327-47.2% | $59,878-61.8% | $64,186-64.4% |
| Participation rate | 74.5% | 69.2%+5.4pp | 74.7%-0.2pp | 69.6%+5.0pp |
| Annual return | 24.66% | -1.55%+26.2pp | 3.46%+21.2pp | 7.63%+17.0pp |
| Employer contribution / active EE | $973 | $2,028-52.1% | $2,722-64.3% | $2,381-59.1% |
| Participant deferral / active EE | $1,058 | $2,546-58.4% | $3,402-68.9% | $3,470-69.5% |
| Admin fee / account holder | $188 | $3,005-93.7% | $3,590-94.8% | $4,888-96.1% |