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 | $45,944 | $132,239-65.3% | $105,722-56.5% | $273,961-83.2% |
| Participation rate | 88.2% | 83.2%+5.0pp | 78.9%+9.3pp | 83.0%+5.2pp |
| Annual return | 6.79% | 10.07%-3.3pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,932 | $4,867+1.3% | $4,079+20.9% | $4,869+1.3% |
| Participant deferral / active EE | $6,640 | $6,233+6.5% | $5,326+24.7% | $5,287+25.6% |
| Admin fee / account holder | $156 | $12,032-98.7% | $8,308-98.1% | $10,132-98.5% |