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 | $143,900 | $42,894+235.5% | $60,874+136.4% | $68,494+110.1% |
| Participation rate | 81.8% | 66.8%+15.0pp | 73.1%+8.7pp | 67.9%+13.9pp |
| Annual return | 22.56% | -13.98%+36.5pp | 16.90%+5.7pp | -7.84%+30.4pp |
| Employer contribution / active EE | $886 | $1,978-55.2% | $2,701-67.2% | $2,596-65.9% |
| Participant deferral / active EE | $1,052 | $2,867-63.3% | $3,817-72.4% | $4,027-73.9% |
| Admin fee / account holder | $185 | $3,101-94.0% | $3,224-94.3% | $5,403-96.6% |