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 | $40,940 | $181,894-77.5% | $156,549-73.8% | $273,961-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,989 | $6,248-52.2% | $5,501-45.7% | $4,869-38.6% |
| Participant deferral / active EE | $4,604 | $5,550-17.0% | $4,871-5.5% | $5,287-12.9% |
| Admin fee / account holder | $284 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |