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 | $41,264 | $39,122+5.5% | $57,179-27.8% | $62,891-34.4% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | 2.19% | 9.23%-7.0pp | 14.59%-12.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $599 | $1,874-68.0% | $2,682-77.7% | $2,281-73.7% |
| Participant deferral / active EE | $2,046 | $2,374-13.8% | $3,096-33.9% | $3,203-36.1% |
| Admin fee / account holder | $206 | $2,592-92.1% | $3,139-93.5% | $4,296-95.2% |