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 | $100,680 | $62,586+60.9% | $76,768+31.1% | $64,186+56.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -2.93% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,728 | $1,832+48.9% | $2,485+9.8% | $2,381+14.6% |
| Participant deferral / active EE | $5,260 | $3,145+67.3% | $3,852+36.6% | $3,470+51.6% |
| Admin fee / account holder | $139 | $4,667-97.0% | $6,675-97.9% | $4,888-97.2% |