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 | $110,067 | $181,894-39.5% | $156,549-29.7% | $273,961-59.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.90% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $13,139 | $6,248+110.3% | $5,501+138.8% | $4,869+169.9% |
| Participant deferral / active EE | $7,986 | $5,550+43.9% | $4,871+63.9% | $5,287+51.0% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |