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 | $39,424 | $153,311-74.3% | $109,313-63.9% | $273,961-85.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.31% | 29.86%-23.5pp | 22.07%-15.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,243 | $5,619-77.9% | $3,892-68.1% | $4,869-74.5% |
| Participant deferral / active EE | $5,822 | $3,932+48.1% | $3,166+83.9% | $5,287+10.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |