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 | $104,965 | $88,583+18.5% | $88,497+18.6% | $273,961-61.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.03% | 5.68%+0.3pp | 7.63%-1.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,830 | $4,502-14.9% | $4,036-5.1% | $4,869-21.3% |
| Participant deferral / active EE | $3,998 | $4,891-18.3% | $4,899-18.4% | $5,287-24.4% |
| Admin fee / account holder | $14 | $8,980-99.8% | $6,220-99.8% | $10,132-99.9% |