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 | $26,642 | $56,897-53.2% | $84,750-68.6% | $62,891-57.6% |
| Participation rate | 88.1% | 68.5%+19.6pp | 76.6%+11.5pp | 69.3%+18.8pp |
| Annual return | 7.55% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $780 | $2,400-67.5% | $3,574-78.2% | $2,281-65.8% |
| Participant deferral / active EE | $3,659 | $2,709+35.1% | $3,712-1.4% | $3,203+14.2% |
| Admin fee / account holder | $152 | $3,581-95.8% | $5,332-97.2% | $4,296-96.5% |