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 | $109,335 | $181,894-39.9% | $156,549-30.2% | $273,961-60.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.25% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $4,937 | $6,248-21.0% | $5,501-10.3% | $4,869+1.4% |
| Participant deferral / active EE | $8,236 | $5,550+48.4% | $4,871+69.1% | $5,287+55.8% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |