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 | $108,722 | $181,894-40.2% | $156,549-30.6% | $273,961-60.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.36% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $6,836 | $6,248+9.4% | $5,501+24.3% | $4,869+40.4% |
| Participant deferral / active EE | $6,255 | $5,550+12.7% | $4,871+28.4% | $5,287+18.3% |
| Admin fee / account holder | $262 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |