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 6-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 | $39,352 | $161,701-75.7% | - | $142,382-72.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 9.43% | 549.36%-539.9pp | - | 217.08%-207.6pp |
| Employer contribution / active EE | $3,415 | $4,438-23.1% | - | $4,299-20.6% |
| Participant deferral / active EE | $8,125 | $5,394+50.6% | - | $6,507+24.9% |
| Admin fee / account holder | $194 | $9,598-98.0% | - | $12,624-98.5% |