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 9-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 | $37,535 | $153,772-75.6% | $133,980-72.0% | $273,961-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.90% | 36.51%-32.6pp | 29.30%-25.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,702 | $6,029-71.8% | $5,211-67.3% | $4,869-65.0% |
| Participant deferral / active EE | $9,418 | $6,958+35.4% | $6,282+49.9% | $5,287+78.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |