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 | $35,406 | $215,361-83.6% | $171,082-79.3% | $273,961-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.24% | 25.14%-20.9pp | 32.56%-28.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,276 | $4,967-34.0% | $4,002-18.1% | $4,869-32.7% |
| Participant deferral / active EE | $11,195 | $5,543+102.0% | $4,797+133.4% | $5,287+111.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |