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 | $92,911 | $153,772-39.6% | $133,980-30.7% | $273,961-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.19% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,494 | $6,029-25.5% | $5,211-13.8% | $4,869-7.7% |
| Participant deferral / active EE | $5,775 | $6,958-17.0% | $6,282-8.1% | $5,287+9.2% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,132-99.6% |