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 | $53,146 | $92,222-42.4% | $76,768-30.8% | $135,375-60.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $9,016 | $3,216+180.4% | $2,485+262.8% | $4,779+88.7% |
| Participant deferral / active EE | $5,695 | $4,509+26.3% | $3,852+47.9% | $5,609+1.5% |
| Admin fee / account holder | $280 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |