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 | $118,853 | $62,586+89.9% | $76,768+54.8% | $64,186+85.2% |
| Participation rate | 83.1% | 72.8%+10.3pp | 77.0%+6.2pp | 69.6%+13.6pp |
| Annual return | 12.57% | -1.95%+14.5pp | 2.43%+10.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $1,190 | $1,832-35.1% | $2,485-52.1% | $2,381-50.0% |
| Participant deferral / active EE | $3,349 | $3,145+6.5% | $3,852-13.1% | $3,470-3.5% |
| Admin fee / account holder | $241 | $4,667-94.8% | $6,675-96.4% | $4,888-95.1% |