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 | $20,096 | $57,354-65.0% | $83,848-76.0% | $64,186-68.7% |
| Participation rate | 73.2% | 68.6%+4.6pp | 76.1%-3.0pp | 69.6%+3.6pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,248 | $2,545-51.0% | $3,631-65.6% | $2,381-47.6% |
| Participant deferral / active EE | $1,699 | $2,993-43.3% | $4,082-58.4% | $3,470-51.0% |
| Admin fee / account holder | $155 | $4,046-96.2% | $5,478-97.2% | $4,888-96.8% |