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 | $80,307 | $181,894-55.8% | $156,549-48.7% | $273,961-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.98% | 30.74%-19.8pp | 32.23%-21.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,174 | $6,248-49.2% | $5,501-42.3% | $4,869-34.8% |
| Participant deferral / active EE | $5,816 | $5,550+4.8% | $4,871+19.4% | $5,287+10.0% |
| Admin fee / account holder | $6 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |