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 | $46,864 | $78,694-40.4% | $67,652-30.7% | $125,391-62.6% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | 0.41% | 9.46%-9.0pp | 6625.04%-6624.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,536 | $3,044-49.5% | $2,266-32.2% | $4,866-68.4% |
| Participant deferral / active EE | $2,139 | $4,292-50.2% | $3,560-39.9% | $5,352-60.0% |
| Admin fee / account holder | $2 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |