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 | $33,365 | $90,503-63.1% | $78,689-57.6% | $273,961-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.76% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,448 | $3,176+103.1% | $2,851+126.2% | $4,869+32.4% |
| Participant deferral / active EE | $5,704 | $3,901+46.2% | $3,517+62.2% | $5,287+7.9% |
| Admin fee / account holder | $174 | $5,263-96.7% | $4,510-96.1% | $10,132-98.3% |