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 | $25,399 | $82,664-69.3% | $125,339-79.7% | $68,494-62.9% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -11.38% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,002 | $3,381-11.2% | $4,814-37.6% | $2,596+15.6% |
| Participant deferral / active EE | $6,493 | $6,110+6.3% | $7,446-12.8% | $4,027+61.2% |
| Admin fee / account holder | $10 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |