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 | $26,206 | $97,757-73.2% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.17% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $891 | $4,222-78.9% | $3,631-75.5% | $4,779-81.4% |
| Participant deferral / active EE | $2,740 | $4,682-41.5% | $4,082-32.9% | $5,609-51.1% |
| Admin fee / account holder | $74 | $6,674-98.9% | $5,478-98.6% | $10,827-99.3% |