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 | $109,874 | $88,707+23.9% | $74,183+48.1% | $273,961-59.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 13.04% | 11.94%+1.1pp | 17.74%-4.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $3,525 | $3,159+11.6% | $2,370+48.7% | $4,869-27.6% |
| Participant deferral / active EE | $6,501 | $4,212+54.4% | $3,550+83.2% | $5,287+23.0% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |