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 | $107,068 | $85,790+24.8% | $67,313+59.1% | $135,375-20.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | 7.00% | -0.54%+7.5pp | -4.08%+11.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,081 | $3,487-69.0% | $2,566-57.9% | $4,779-77.4% |
| Participant deferral / active EE | $1,865 | $4,651-59.9% | $3,568-47.7% | $5,609-66.7% |
| Admin fee / account holder | $42 | $6,392-99.3% | $4,507-99.1% | $10,827-99.6% |