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 7-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 | $55,336 | $167,307-66.9% | $143,757-61.5% | $134,475-58.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.93% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,728 | $5,619-51.4% | $4,951-44.9% | $4,740-42.4% |
| Participant deferral / active EE | $11,239 | $6,446+74.4% | $5,637+99.4% | $6,400+75.6% |
| Admin fee / account holder | $235 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |