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 | $105,879 | $99,341+6.6% | $84,750+24.9% | $273,961-61.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $11,536 | $4,214+173.8% | $3,574+222.8% | $4,869+136.9% |
| Participant deferral / active EE | $8,276 | $4,269+93.8% | $3,712+123.0% | $5,287+56.5% |
| Admin fee / account holder | $183 | $6,644-97.2% | $5,332-96.6% | $10,132-98.2% |