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 | $106,341 | $153,772-30.8% | $133,980-20.6% | $273,961-61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.23% | 36.51%-23.3pp | 29.30%-16.1pp | 41.45%-28.2pp |
| Employer contribution / active EE | $2,396 | $6,029-60.3% | $5,211-54.0% | $4,869-50.8% |
| Participant deferral / active EE | $23,462 | $6,958+237.2% | $6,282+273.5% | $5,287+343.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |