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 | $60,766 | $181,894-66.6% | $156,549-61.2% | $273,961-77.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.03% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $12,511 | $6,248+100.2% | $5,501+127.4% | $4,869+157.0% |
| Participant deferral / active EE | $8,667 | $5,550+56.2% | $4,871+77.9% | $5,287+63.9% |
| Admin fee / account holder | $231 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |