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 | $83,908 | $99,341-15.5% | $84,750-1.0% | $273,961-69.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.15% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,869 | $4,214-31.9% | $3,574-19.7% | $4,869-41.1% |
| Participant deferral / active EE | $1,472 | $4,269-65.5% | $3,712-60.3% | $5,287-72.2% |
| Admin fee / account holder | $83 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |