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 | $39,989 | $77,813-48.6% | $123,544-67.6% | $64,186-37.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -6.87% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,068 | $3,014-31.4% | $4,628-55.3% | $2,381-13.1% |
| Participant deferral / active EE | $4,797 | $5,240-8.5% | $6,426-25.3% | $3,470+38.3% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |