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 | $14,740 | $85,790-82.8% | $67,313-78.1% | $135,375-89.1% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -6.09% | -0.54%-5.6pp | -4.08%-2.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,059 | $3,487-69.6% | $2,566-58.7% | $4,779-77.8% |
| Participant deferral / active EE | $1,096 | $4,651-76.4% | $3,568-69.3% | $5,609-80.5% |
| Admin fee / account holder | $32 | $6,392-99.5% | $4,507-99.3% | $10,827-99.7% |