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 | $42,221 | $100,754-58.1% | $86,677-51.3% | $134,475-68.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.24% | 29.04%-28.8pp | 35.91%-35.7pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,731 | $3,489-50.4% | $2,836-39.0% | $4,740-63.5% |
| Participant deferral / active EE | $6,401 | $5,338+19.9% | $4,656+37.5% | $6,4000% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |