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 | $86,597 | $153,772-43.7% | $133,980-35.4% | $273,961-68.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.23% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,877 | $6,029-19.1% | $5,211-6.4% | $4,869+0.2% |
| Participant deferral / active EE | $13,145 | $6,958+88.9% | $6,282+109.3% | $5,287+148.6% |
| Admin fee / account holder | $198 | $11,765-98.3% | $9,324-97.9% | $10,132-98.0% |