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 | $49,671 | $83,908-40.8% | $68,509-27.5% | $125,391-60.4% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | -1.14% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,652 | $3,031-45.5% | $2,278-27.5% | $4,866-66.0% |
| Participant deferral / active EE | $5,171 | $4,125+25.4% | $3,382+52.9% | $5,352-3.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |