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 | $31,625 | $97,044-67.4% | $83,333-62.1% | $135,375-76.6% |
| Participation rate | 89.5% | 80.4%+9.1pp | 77.8%+11.7pp | 82.6%+6.8pp |
| Annual return | -7.20% | 12.31%-19.5pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,179 | $4,143+0.9% | $3,379+23.7% | $4,779-12.6% |
| Participant deferral / active EE | $6,385 | $5,964+7.0% | $5,565+14.7% | $5,609+13.8% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |