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 | $95,742 | $135,952-29.6% | $123,892-22.7% | $273,961-65.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.23% | 56.63%-39.4pp | 47.52%-30.3pp | 41.45%-24.2pp |
| Employer contribution / active EE | $5,659 | $5,170+9.5% | $4,617+22.6% | $4,869+16.2% |
| Participant deferral / active EE | $6,159 | $6,343-2.9% | $5,984+2.9% | $5,287+16.5% |
| Admin fee / account holder | $263 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |