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 | $88,047 | $215,361-59.1% | $171,082-48.5% | $273,961-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.68% | 25.14%-18.5pp | 32.56%-25.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $6,904 | $4,967+39.0% | $4,002+72.5% | $4,869+41.8% |
| Participant deferral / active EE | $10,200 | $5,543+84.0% | $4,797+112.6% | $5,287+92.9% |
| Admin fee / account holder | $80 | $10,846-99.3% | $8,520-99.1% | $10,132-99.2% |