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 | $25,006 | $211,958-88.2% | $169,463-85.2% | $135,375-81.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.98% | 3.26%-12.2pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,846 | $5,120-63.9% | $4,159-55.6% | $4,779-61.4% |
| Participant deferral / active EE | $2,310 | $6,075-62.0% | $5,277-56.2% | $5,609-58.8% |
| Admin fee / account holder | $154 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |