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 | $27,504 | $58,523-53.0% | $99,443-72.3% | $72,985-62.3% |
| Participation rate | 70.6% | 64.6%+6.0pp | 73.8%-3.2pp | 69.5%+1.1pp |
| Annual return | 22.60% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,502 | $2,606-4.0% | $3,619-30.9% | $3,607-30.7% |
| Admin fee / account holder | $233 | $4,102-94.3% | $6,250-96.3% | $5,124-95.5% |