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 | $95,138 | $132,239-28.1% | $105,722-10.0% | $273,961-65.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.86% | 10.07%-4.2pp | 12.25%-6.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,293 | $4,867-52.9% | $4,079-43.8% | $4,869-52.9% |
| Participant deferral / active EE | $9,400 | $6,233+50.8% | $5,326+76.5% | $5,287+77.8% |
| Admin fee / account holder | $274 | $12,032-97.7% | $8,308-96.7% | $10,132-97.3% |