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 | $37,583 | $56,897-33.9% | $84,750-55.7% | $62,891-40.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.83% | 6.30%-1.5pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,523 | $2,400-36.5% | $3,574-57.4% | $2,281-33.2% |
| Participant deferral / active EE | $4,519 | $2,709+66.8% | $3,712+21.8% | $3,203+41.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |