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 | $55,855 | $82,286-32.1% | $68,791-18.8% | $134,475-58.5% |
| Participation rate | 95.8% | 75.1%+20.8pp | 69.0%+26.8pp | 81.2%+14.6pp |
| Annual return | -13.36% | -2.19%-11.2pp | -6.38%-7.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $6,154 | $3,301+86.4% | $2,655+131.8% | $4,740+29.8% |
| Participant deferral / active EE | $6,399 | $4,739+35.0% | $3,941+62.4% | $6,4000% |
| Admin fee / account holder | $198 | $6,481-96.9% | $4,932-96.0% | $11,426-98.3% |