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 | $46,038 | $153,772-70.1% | $133,980-65.6% | $273,961-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.98% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $4,018 | $6,029-33.4% | $5,211-22.9% | $4,869-17.5% |
| Participant deferral / active EE | $11,265 | $6,958+61.9% | $6,282+79.3% | $5,287+113.1% |
| Admin fee / account holder | $260 | $11,765-97.8% | $9,324-97.2% | $10,132-97.4% |