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 | $128,584 | $90,503+42.1% | $78,689+63.4% | $273,961-53.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.96% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,451 | $3,176+40.2% | $2,851+56.1% | $4,869-8.6% |
| Participant deferral / active EE | $6,035 | $3,901+54.7% | $3,517+71.6% | $5,287+14.1% |
| Admin fee / account holder | $90 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |