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 4-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 | $26,275 | $68,719-61.8% | $91,541-71.3% | $84,808-69.0% |
| Participation rate | 92.0% | 64.5%+27.5pp | 69.8%+22.2pp | 68.3%+23.7pp |
| Annual return | 18.49% | 19.12%-0.6pp | 20.50%-2.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,324 | $1,920+21.1% | $2,505-7.2% | $2,631-11.7% |
| Participant deferral / active EE | $4,633 | $3,136+47.8% | $4,008+15.6% | $4,212+10.0% |
| Admin fee / account holder | $295 | $5,786-94.9% | $6,956-95.8% | $7,344-96.0% |