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 | $38,413 | $133,958-71.3% | $112,228-65.8% | $134,475-71.4% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -15.42% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $925 | $4,038-77.1% | $3,635-74.6% | $4,740-80.5% |
| Participant deferral / active EE | $2,218 | $5,291-58.1% | $4,728-53.1% | $6,400-65.3% |
| Admin fee / account holder | $159 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |