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 | $95,715 | $215,361-55.6% | $171,082-44.1% | $273,961-65.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.44% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,071 | $4,967-18.0% | $4,002+1.7% | $4,869-16.4% |
| Participant deferral / active EE | $4,476 | $5,543-19.2% | $4,797-6.7% | $5,287-15.3% |
| Admin fee / account holder | $85 | $10,846-99.2% | $8,520-99.0% | $10,132-99.2% |