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 | $15,498 | $27,641-43.9% | $61,373-74.7% | $68,494-77.4% |
| Participation rate | 73.3% | 39.5%+33.8pp | 52.6%+20.8pp | 67.9%+5.4pp |
| Annual return | -19.35% | -13.24%-6.1pp | 338.61%-358.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $553 | $695-20.4% | $1,159-52.3% | $2,596-78.7% |
| Participant deferral / active EE | $1,642 | $1,263+30.0% | $2,125-22.7% | $4,027-59.2% |
| Admin fee / account holder | $127 | $2,010-93.7% | $2,130-94.0% | $5,403-97.6% |