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 | $47,983 | $107,791-55.5% | $90,645-47.1% | $135,375-64.6% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -8.79% | -0.90%-7.9pp | 1.88%-10.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,888 | $3,018-37.4% | $2,532-25.4% | $4,779-60.5% |
| Participant deferral / active EE | $2,934 | $3,872-24.2% | $3,425-14.3% | $5,609-47.7% |
| Admin fee / account holder | $239 | $5,930-96.0% | $4,994-95.2% | $10,827-97.8% |