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 | $57,633 | $77,813-25.9% | $123,544-53.4% | $64,186-10.2% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -7.27% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,317 | $3,014-56.3% | $4,628-71.5% | $2,381-44.7% |
| Participant deferral / active EE | $5,774 | $5,240+10.2% | $6,426-10.1% | $3,470+66.4% |
| Admin fee / account holder | $151 | $5,519-97.3% | $9,284-98.4% | $4,888-96.9% |