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 | $47,052 | $136,307-65.5% | $106,619-55.9% | $273,961-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.98% | 11.05%-9.1pp | 9.42%-7.4pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,147 | $5,190-77.9% | $3,947-70.9% | $4,869-76.4% |
| Participant deferral / active EE | $4,127 | $4,969-17.0% | $3,930+5.0% | $5,287-21.9% |
| Admin fee / account holder | $296 | $8,625-96.6% | $6,418-95.4% | $10,132-97.1% |