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 | $140,250 | $89,753+56.3% | $107,525+30.4% | $84,808+65.4% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 18.00% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,082 | $3,113-1.0% | $3,754-17.9% | $2,631+17.1% |
| Participant deferral / active EE | $4,646 | $4,056+14.5% | $5,116-9.2% | $4,212+10.3% |
| Admin fee / account holder | $91 | $7,222-98.7% | $8,919-99.0% | $7,344-98.8% |