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 | $52,465 | $96,557-45.7% | $80,975-35.2% | $273,961-80.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.99% | 15.14%-11.2pp | 17.10%-13.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,377 | $4,868-30.6% | $3,714-9.1% | $4,869-30.6% |
| Participant deferral / active EE | $6,754 | $6,598+2.4% | $5,696+18.6% | $5,287+27.7% |
| Admin fee / account holder | $24 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |