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 | $96,534 | $153,772-37.2% | $133,980-27.9% | $273,961-64.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.13% | 36.51%-25.4pp | 29.30%-18.2pp | 41.45%-30.3pp |
| Employer contribution / active EE | $4,582 | $6,029-24.0% | $5,211-12.1% | $4,869-5.9% |
| Participant deferral / active EE | $5,686 | $6,958-18.3% | $6,282-9.5% | $5,287+7.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |