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 | $27,651 | $92,222-70.0% | $76,768-64.0% | $135,375-79.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.04% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,731 | $3,216-46.2% | $2,485-30.3% | $4,779-63.8% |
| Participant deferral / active EE | $2,968 | $4,509-34.2% | $3,852-22.9% | $5,609-47.1% |
| Admin fee / account holder | $28 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |