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 | $76,989 | $153,772-49.9% | $133,980-42.5% | $273,961-71.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.33% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $10,328 | $6,029+71.3% | $5,211+98.2% | $4,869+112.1% |
| Participant deferral / active EE | $10,359 | $6,958+48.9% | $6,282+64.9% | $5,287+95.9% |
| Admin fee / account holder | $114 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |