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 | $29,364 | $97,881-70.0% | $80,004-63.3% | $125,391-76.6% |
| Participation rate | 85.7% | 77.9%+7.9pp | 73.0%+12.7pp | 83.2%+2.5pp |
| Annual return | 0.30% | 9.36%-9.1pp | 7.63%-7.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,125 | $3,128-64.0% | $2,473-54.5% | $4,866-76.9% |
| Participant deferral / active EE | $1,130 | $3,744-69.8% | $3,204-64.7% | $5,352-78.9% |
| Admin fee / account holder | $38 | $6,278-99.4% | $5,033-99.2% | $9,540-99.6% |