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 | $43,264 | $93,024-53.5% | $77,024-43.8% | $134,475-67.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -15.13% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,854 | $3,418-45.8% | $2,812-34.1% | $4,740-60.9% |
| Participant deferral / active EE | $4,650 | $5,238-11.2% | $4,426+5.1% | $6,400-27.3% |
| Admin fee / account holder | $82 | $6,944-98.8% | $5,425-98.5% | $11,426-99.3% |