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 | $88,714 | $167,484-47.0% | $151,611-41.5% | $134,475-34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.27% | 7.80%-1.5pp | 3.33%+2.9pp | 417.96%-411.7pp |
| Employer contribution / active EE | $2,989 | $6,829-56.2% | $6,166-51.5% | $4,740-36.9% |
| Participant deferral / active EE | $11,973 | $8,986+33.2% | $8,363+43.2% | $6,400+87.1% |
| Admin fee / account holder | $260 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |