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 | $54,843 | $147,167-62.7% | $111,392-50.8% | $135,375-59.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 78.9%+6.9pp | 82.6%+3.1pp |
| Annual return | -7.37% | -4.44%-2.9pp | -2.06%-5.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,486 | $5,204-71.4% | $4,328-65.7% | $4,779-68.9% |
| Participant deferral / active EE | $4,552 | $6,565-30.7% | $5,567-18.2% | $5,609-18.8% |
| Admin fee / account holder | $253 | $20,270-98.8% | $12,266-97.9% | $10,827-97.7% |