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 | $95,346 | $62,586+52.3% | $76,768+24.2% | $64,186+48.5% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | -6.13% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,234 | $1,832-32.6% | $2,485-50.3% | $2,381-48.2% |
| Participant deferral / active EE | $4,499 | $3,145+43.1% | $3,852+16.8% | $3,470+29.7% |
| Admin fee / account holder | $102 | $4,667-97.8% | $6,675-98.5% | $4,888-97.9% |