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 | $138,245 | $215,361-35.8% | $171,082-19.2% | $273,961-49.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.50% | 25.14%-16.6pp | 32.56%-24.1pp | 41.45%-32.9pp |
| Employer contribution / active EE | $17,264 | $4,967+247.6% | $4,002+331.4% | $4,869+254.6% |
| Participant deferral / active EE | $8,667 | $5,543+56.3% | $4,797+80.7% | $5,287+63.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |