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 | $76,197 | $87,540-13.0% | $75,781+0.5% | $125,391-39.2% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -2.99% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $8,578 | $3,930+118.3% | $3,323+158.1% | $4,866+76.3% |
| Participant deferral / active EE | $4,530 | $4,229+7.1% | $3,651+24.1% | $5,352-15.3% |
| Admin fee / account holder | $100 | $6,502-98.5% | $5,299-98.1% | $9,540-99.0% |