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 | $44,543 | $69,518-35.9% | $59,878-25.6% | $135,375-67.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $938 | $3,235-71.0% | $2,722-65.6% | $4,779-80.4% |
| Participant deferral / active EE | $4,602 | $4,206+9.4% | $3,402+35.3% | $5,609-18.0% |
| Admin fee / account holder | $45 | $5,734-99.2% | $3,590-98.7% | $10,827-99.6% |