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 | $94,437 | $95,193-0.8% | $76,523+23.4% | $135,375-30.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -6.21% | 4.85%-11.1pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,408 | $3,302-57.4% | $2,647-46.8% | $4,779-70.5% |
| Participant deferral / active EE | $1,847 | $4,639-60.2% | $3,835-51.8% | $5,609-67.1% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,827-99.9% |