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 | $31,039 | $77,813-60.1% | $123,544-74.9% | $64,186-51.6% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.3pp |
| Annual return | -7.75% | 12.48%-20.2pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,577 | $3,014+51.9% | $4,628-1.1% | $2,381+92.2% |
| Participant deferral / active EE | $8,291 | $5,240+58.2% | $6,426+29.0% | $3,470+139.0% |
| Admin fee / account holder | $70 | $5,519-98.7% | $9,284-99.2% | $4,888-98.6% |