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 | $45,900 | $88,707-48.3% | $74,183-38.1% | $273,961-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,863 | $3,159-41.0% | $2,370-21.4% | $4,869-61.7% |
| Participant deferral / active EE | $3,517 | $4,212-16.5% | $3,550-0.9% | $5,287-33.5% |
| Admin fee / account holder | $61 | $8,717-99.3% | $5,586-98.9% | $10,132-99.4% |