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 | $68,852 | $181,894-62.1% | $156,549-56.0% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.45% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $4,853 | $6,248-22.3% | $5,501-11.8% | $4,869-0.3% |
| Participant deferral / active EE | $3,310 | $5,550-40.4% | $4,871-32.0% | $5,287-37.4% |
| Admin fee / account holder | $39 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |