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 | $53,931 | $107,791-50.0% | $90,645-40.5% | $135,375-60.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -8.77% | -0.90%-7.9pp | 1.88%-10.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,065 | $3,018-31.6% | $2,532-18.4% | $4,779-56.8% |
| Participant deferral / active EE | $3,002 | $3,872-22.5% | $3,425-12.4% | $5,609-46.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |