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 | $32,628 | $92,222-64.6% | $76,768-57.5% | $135,375-75.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -7.85% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,995 | $3,216-38.0% | $2,485-19.7% | $4,779-58.3% |
| Participant deferral / active EE | $6,301 | $4,509+39.7% | $3,852+63.6% | $5,609+12.3% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |