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 | $104,431 | $135,952-23.2% | $123,892-15.7% | $273,961-61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.70% | 56.63%-39.9pp | 47.52%-30.8pp | 41.45%-24.8pp |
| Employer contribution / active EE | $3,700 | $5,170-28.4% | $4,617-19.9% | $4,869-24.0% |
| Participant deferral / active EE | $9,409 | $6,343+48.4% | $5,984+57.2% | $5,287+78.0% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |