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 | $29,803 | $77,813-61.7% | $123,544-75.9% | $64,186-53.6% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -8.06% | 12.48%-20.5pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,887 | $3,014-4.2% | $4,628-37.6% | $2,381+21.3% |
| Participant deferral / active EE | $5,605 | $5,240+7.0% | $6,426-12.8% | $3,470+61.5% |
| Admin fee / account holder | $72 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |