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 | $111,139 | $56,897+95.3% | $84,750+31.1% | $62,891+76.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.97% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $8,990 | $2,400+274.6% | $3,574+151.5% | $2,281+294.2% |
| Participant deferral / active EE | $5,360 | $2,709+97.8% | $3,712+44.4% | $3,203+67.3% |
| Admin fee / account holder | $135 | $3,581-96.2% | $5,332-97.5% | $4,296-96.8% |