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 | $137,020 | $85,790+59.7% | $67,313+103.6% | $135,375+1.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.77% | -0.54%+9.3pp | -4.08%+12.9pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,679 | $3,487-51.9% | $2,566-34.6% | $4,779-64.9% |
| Participant deferral / active EE | $3,009 | $4,651-35.3% | $3,568-15.7% | $5,609-46.4% |
| Admin fee / account holder | $81 | $6,392-98.7% | $4,507-98.2% | $10,827-99.3% |