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 | $78,616 | $153,772-48.9% | $133,980-41.3% | $273,961-71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.81% | 36.51%-25.7pp | 29.30%-18.5pp | 41.45%-30.6pp |
| Employer contribution / active EE | $3,892 | $6,029-35.4% | $5,211-25.3% | $4,869-20.1% |
| Participant deferral / active EE | $5,306 | $6,958-23.7% | $6,282-15.5% | $5,287+0.4% |
| Admin fee / account holder | $178 | $11,765-98.5% | $9,324-98.1% | $10,132-98.2% |