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 | $43,543 | $153,772-71.7% | $133,980-67.5% | $273,961-84.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,043 | $6,029-66.1% | $5,211-60.8% | $4,869-58.0% |
| Participant deferral / active EE | $3,902 | $6,958-43.9% | $6,282-37.9% | $5,287-26.2% |
| Admin fee / account holder | $174 | $11,765-98.5% | $9,324-98.1% | $10,132-98.3% |