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 | $64,914 | $153,772-57.8% | $133,980-51.5% | $273,961-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.87% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $13,345 | $6,029+121.3% | $5,211+156.1% | $4,869+174.1% |
| Participant deferral / active EE | $8,962 | $6,958+28.8% | $6,282+42.7% | $5,287+69.5% |
| Admin fee / account holder | $296 | $11,765-97.5% | $9,324-96.8% | $10,132-97.1% |