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 | $35,637 | $113,935-68.7% | $94,224-62.2% | $125,391-71.6% |
| Participation rate | 82.4% | 82.9%-0.5pp | 78.8%+3.6pp | 83.2%-0.8pp |
| Annual return | 1.26% | 5.29%-4.0pp | 10.68%-9.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,322 | $4,727-72.0% | $3,587-63.1% | $4,866-72.8% |
| Participant deferral / active EE | $4,359 | $5,179-15.8% | $4,320+0.9% | $5,352-18.5% |
| Admin fee / account holder | $48 | $8,391-99.4% | $6,269-99.2% | $9,540-99.5% |