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 | $42,091 | $215,361-80.5% | $171,082-75.4% | $273,961-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.83% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,053 | $4,967-78.8% | $4,002-73.7% | $4,869-78.4% |
| Participant deferral / active EE | $2,107 | $5,543-62.0% | $4,797-56.1% | $5,287-60.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |