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 | $15,815 | $87,540-81.9% | $75,781-79.1% | $125,391-87.4% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -1.69% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,468 | $3,930-62.6% | $3,323-55.8% | $4,866-69.8% |
| Participant deferral / active EE | $1,915 | $4,229-54.7% | $3,651-47.6% | $5,352-64.2% |
| Admin fee / account holder | $14 | $6,502-99.8% | $5,299-99.7% | $9,540-99.9% |