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 | $22,333 | $96,557-76.9% | $80,975-72.4% | $273,961-91.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.89% | 15.14%-11.3pp | 17.10%-13.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,965 | $4,868+43.1% | $3,714+87.5% | $4,869+43.1% |
| Participant deferral / active EE | $5,041 | $6,598-23.6% | $5,696-11.5% | $5,287-4.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |