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 | $81,762 | $153,772-46.8% | $133,980-39.0% | $273,961-70.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.77% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $6,583 | $6,029+9.2% | $5,211+26.3% | $4,869+35.2% |
| Participant deferral / active EE | $3,502 | $6,958-49.7% | $6,282-44.3% | $5,287-33.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |