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 | $121,678 | $65,685+85.2% | $57,179+112.8% | $273,961-55.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.29% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $5,781 | $3,279+76.3% | $2,682+115.5% | $4,869+18.7% |
| Participant deferral / active EE | $7,856 | $3,782+107.7% | $3,096+153.7% | $5,287+48.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |