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 | $51,110 | $129,942-60.7% | $104,294-51.0% | $134,475-62.0% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -16.11% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,436 | $4,184-41.8% | $3,372-27.8% | $4,740-48.6% |
| Participant deferral / active EE | $7,484 | $5,588+33.9% | $4,625+61.8% | $6,400+16.9% |
| Admin fee / account holder | $135 | $9,323-98.6% | $7,339-98.2% | $11,426-98.8% |