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 | $25,882 | $133,958-80.7% | $112,228-76.9% | $134,475-80.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -5.49% | 47.11%-52.6pp | 27.45%-32.9pp | 417.96%-423.5pp |
| Employer contribution / active EE | $1,761 | $4,038-56.4% | $3,635-51.6% | $4,740-62.8% |
| Participant deferral / active EE | $2,199 | $5,291-58.4% | $4,728-53.5% | $6,400-65.6% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |