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 | $47,354 | $83,477-43.3% | $125,175-62.2% | $72,985-35.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.90% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $6,227 | $2,345+165.5% | $3,865+61.1% | $2,440+155.2% |
| Participant deferral / active EE | $3,202 | $3,585-10.7% | $4,937-35.1% | $3,607-11.2% |
| Admin fee / account holder | $286 | $5,517-94.8% | $9,702-97.1% | $5,124-94.4% |