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 | $19,230 | $92,222-79.1% | $76,768-75.0% | $135,375-85.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.08% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,004 | $3,216-68.8% | $2,485-59.6% | $4,779-79.0% |
| Participant deferral / active EE | $2,955 | $4,509-34.5% | $3,852-23.3% | $5,609-47.3% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |