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 5-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 | $39,548 | $105,860-62.6% | $90,749-56.4% | $134,475-70.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.33% | -11.01%-5.3pp | -12.16%-4.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,950 | $3,462-43.7% | $2,921-33.2% | $4,740-58.9% |
| Participant deferral / active EE | $4,669 | $5,216-10.5% | $4,564+2.3% | $6,400-27.0% |
| Admin fee / account holder | $213 | $13,938-98.5% | $8,445-97.5% | $11,426-98.1% |