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 | $145,941 | $131,829+10.7% | $108,579+34.4% | $273,961-46.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 8.50% | -91.57%+100.1pp | -51.70%+60.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,086 | $4,912-57.5% | $3,758-44.5% | $4,869-57.1% |
| Participant deferral / active EE | $5,596 | $5,127+9.1% | $4,311+29.8% | $5,287+5.8% |
| Admin fee / account holder | $16 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |