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 | $64,980 | $181,894-64.3% | $156,549-58.5% | $273,961-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,826 | $6,248-22.8% | $5,501-12.3% | $4,869-0.9% |
| Participant deferral / active EE | $6,800 | $5,550+22.5% | $4,871+39.6% | $5,287+28.6% |
| Admin fee / account holder | $244 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |