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 | $51,606 | $153,772-66.4% | $133,980-61.5% | $273,961-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,445 | $6,029-26.3% | $5,211-14.7% | $4,869-8.7% |
| Participant deferral / active EE | $9,681 | $6,958+39.1% | $6,282+54.1% | $5,287+83.1% |
| Admin fee / account holder | -$382 | $11,765-103.2% | $9,324-104.1% | $10,132-103.8% |