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 | $60,156 | $99,341-39.4% | $84,750-29.0% | $273,961-78.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.41% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $10,043 | $4,214+138.3% | $3,574+181.0% | $4,869+106.3% |
| Participant deferral / active EE | $8,427 | $4,269+97.4% | $3,712+127.1% | $5,287+59.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |