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 | $72,471 | $92,222-21.4% | $76,768-5.6% | $135,375-46.5% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -5.33% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,014 | $3,216+87.0% | $2,485+142.0% | $4,779+25.9% |
| Participant deferral / active EE | $2,643 | $4,509-41.4% | $3,852-31.4% | $5,609-52.9% |
| Admin fee / account holder | $257 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |