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 | $225,082 | $181,894+23.7% | $156,549+43.8% | $273,961-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.85% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,250 | $6,2480% | $5,501+13.6% | $4,869+28.4% |
| Participant deferral / active EE | $13,261 | $5,550+138.9% | $4,871+172.2% | $5,287+150.8% |
| Admin fee / account holder | $34 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |