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 | $26,314 | $57,354-54.1% | $83,848-68.6% | $64,186-59.0% |
| Participation rate | 94.8% | 68.6%+26.2pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -8.21% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $576 | $2,545-77.4% | $3,631-84.1% | $2,381-75.8% |
| Participant deferral / active EE | $1,885 | $2,993-37.0% | $4,082-53.8% | $3,470-45.7% |
| Admin fee / account holder | $37 | $4,046-99.1% | $5,478-99.3% | $4,888-99.2% |