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 8-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 | $9,200 | $25,972-64.6% | - | $72,985-87.4% |
| Participation rate | 90.6% | 52.8%+37.9pp | - | 69.5%+21.1pp |
| Annual return | 23.16% | 20.47%+2.7pp | - | 81.00%-57.8pp |
| Employer contribution / active EE | $714 | $2,171-67.1% | - | $2,440-70.8% |
| Participant deferral / active EE | $1,801 | $2,560-29.6% | - | $3,607-50.1% |
| Admin fee / account holder | $100 | $2,104-95.2% | - | $5,124-98.0% |