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 | $42,880 | $99,032-56.7% | $80,019-46.4% | $135,375-68.3% |
| Participation rate | 78.9% | 78.4%+0.6pp | 75.8%+3.1pp | 82.6%-3.7pp |
| Annual return | -6.86% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $799 | $3,043-73.7% | $2,468-67.6% | $4,779-83.3% |
| Participant deferral / active EE | $4,701 | $4,282+9.8% | $3,686+27.6% | $5,609-16.2% |
| Admin fee / account holder | $128 | $10,436-98.8% | $6,521-98.0% | $10,827-98.8% |