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 | $46,636 | $142,344-67.2% | $119,609-61.0% | $134,475-65.3% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | -17.79% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,000 | $5,222-4.3% | $4,232+18.1% | $4,740+5.5% |
| Participant deferral / active EE | $2,388 | $6,469-63.1% | $5,602-57.4% | $6,400-62.7% |
| Admin fee / account holder | $76 | $13,584-99.4% | $10,323-99.3% | $11,426-99.3% |