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 | $116,591 | $153,772-24.2% | $133,980-13.0% | $273,961-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.97% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,446 | $6,029-59.4% | $5,211-53.1% | $4,869-49.8% |
| Participant deferral / active EE | $4,393 | $6,958-36.9% | $6,282-30.1% | $5,287-16.9% |
| Admin fee / account holder | $127 | $11,765-98.9% | $9,324-98.6% | $10,132-98.7% |