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 | $100,804 | $49,227+104.8% | $70,449+43.1% | $79,858+26.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.21% | 30.06%-13.9pp | 109.03%-92.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,991 | $2,099+90.1% | $2,737+45.8% | $2,471+61.5% |
| Participant deferral / active EE | $5,565 | $2,768+101.1% | $3,709+50.0% | $3,740+48.8% |
| Admin fee / account holder | $9 | $2,878-99.7% | $3,845-99.8% | $5,306-99.8% |