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 | $74,379 | $62,586+18.8% | $76,768-3.1% | $64,186+15.9% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | 9.15% | -1.95%+11.1pp | 2.43%+6.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,068 | $1,832+12.9% | $2,485-16.8% | $2,381-13.2% |
| Participant deferral / active EE | $4,920 | $3,145+56.5% | $3,852+27.7% | $3,470+41.8% |
| Admin fee / account holder | $38 | $4,667-99.2% | $6,675-99.4% | $4,888-99.2% |