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 4-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 | $71,748 | $167,307-57.1% | $143,757-50.1% | $134,475-46.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,861 | $5,619-66.9% | $4,951-62.4% | $4,740-60.7% |
| Participant deferral / active EE | $3,604 | $6,446-44.1% | $5,637-36.1% | $6,400-43.7% |
| Admin fee / account holder | $127 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |