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 | $30,120 | $76,000-60.4% | $154,107-80.5% | $64,186-53.1% |
| Participation rate | 84.1% | 70.4%+13.7pp | 83.0%+1.1pp | 69.6%+14.5pp |
| Annual return | -1.10% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,231 | $3,351-33.4% | $5,298-57.9% | $2,381-6.3% |
| Participant deferral / active EE | $4,611 | $3,175+45.2% | $5,081-9.2% | $3,470+32.9% |
| Admin fee / account holder | $4 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |