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 | $40,576 | $93,071-56.4% | $74,583-45.6% | $273,961-85.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.59% | 26.18%-23.6pp | 20.47%-17.9pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,849 | $3,160-41.5% | $2,525-26.8% | $4,869-62.0% |
| Participant deferral / active EE | $5,184 | $4,160+24.6% | $3,458+49.9% | $5,287-2.0% |
| Admin fee / account holder | $120 | $5,272-97.7% | $4,138-97.1% | $10,132-98.8% |