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 | $70,955 | $181,894-61.0% | $156,549-54.7% | $273,961-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.71% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,732 | $6,248-56.3% | $5,501-50.3% | $4,869-43.9% |
| Participant deferral / active EE | $5,172 | $5,550-6.8% | $4,871+6.2% | $5,287-2.2% |
| Admin fee / account holder | $283 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |