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 | $39,508 | $95,193-58.5% | $76,523-48.4% | $135,375-70.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -8.43% | 4.85%-13.3pp | -0.27%-8.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,713 | $3,302+12.4% | $2,647+40.3% | $4,779-22.3% |
| Participant deferral / active EE | $6,397 | $4,639+37.9% | $3,835+66.8% | $5,609+14.1% |
| Admin fee / account holder | $296 | $6,249-95.3% | $4,848-93.9% | $10,827-97.3% |