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 | $26,368 | $95,862-72.5% | $79,550-66.9% | $134,475-80.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -13.54% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,307 | $3,128-58.2% | $2,413-45.9% | $4,740-72.4% |
| Participant deferral / active EE | $6,752 | $4,693+43.9% | $3,985+69.4% | $6,400+5.5% |
| Admin fee / account holder | $261 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |