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 | $25,491 | $96,557-73.6% | $80,975-68.5% | $273,961-90.7% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,296 | $4,868-32.3% | $3,714-11.3% | $4,869-32.3% |
| Participant deferral / active EE | $12,193 | $6,598+84.8% | $5,696+114.0% | $5,287+130.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |