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 | $25,887 | $63,764-59.4% | $81,930-68.4% | $79,858-67.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 21.73% | 22.66%-0.9pp | 29.49%-7.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,163 | $1,795-35.2% | $4,310-73.0% | $2,471-52.9% |
| Participant deferral / active EE | $2,989 | $2,780+7.5% | $7,107-57.9% | $3,740-20.1% |
| Admin fee / account holder | $146 | $4,426-96.7% | $5,158-97.2% | $5,306-97.3% |