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 | $35,764 | $85,790-58.3% | $67,313-46.9% | $135,375-73.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.25% | -0.54%-5.7pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,394 | $3,487-60.0% | $2,566-45.7% | $4,779-70.8% |
| Participant deferral / active EE | $2,355 | $4,651-49.4% | $3,568-34.0% | $5,609-58.0% |
| Admin fee / account holder | $22 | $6,392-99.7% | $4,507-99.5% | $10,827-99.8% |