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 | $109,868 | $67,411+63.0% | $91,001+20.7% | $70,131+56.7% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 14.02% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,044 | $2,823+7.9% | $3,547-14.2% | $3,332-8.6% |
| Admin fee / account holder | $226 | $4,236-94.7% | $5,417-95.8% | $4,645-95.1% |