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 | $40,000 | $67,606-40.8% | $82,313-51.4% | $70,131-43.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.04% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $668 | $1,755-61.9% | $2,428-72.5% | $2,342-71.5% |
| Participant deferral / active EE | $4,853 | $2,987+62.5% | $3,706+30.9% | $3,332+45.7% |
| Admin fee / account holder | $211 | $4,512-95.3% | $5,608-96.2% | $4,645-95.5% |