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 | $24,709 | $73,004-66.2% | $90,749-72.8% | $68,494-63.9% |
| Participation rate | 97.9% | 70.8%+27.1pp | 75.7%+22.2pp | 67.9%+30.0pp |
| Annual return | 5.11% | -13.81%+18.9pp | -12.16%+17.3pp | -7.84%+13.0pp |
| Employer contribution / active EE | $1,215 | $2,193-44.6% | $2,921-58.4% | $2,596-53.2% |
| Participant deferral / active EE | $3,335 | $3,627-8.0% | $4,564-26.9% | $4,027-17.2% |
| Admin fee / account holder | $61 | $5,896-99.0% | $8,445-99.3% | $5,403-98.9% |