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 9-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 | $47,825 | $167,484-71.4% | $151,611-68.5% | $134,475-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.12% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,691 | $6,829-31.3% | $6,166-23.9% | $4,740-1.0% |
| Participant deferral / active EE | $13,116 | $8,986+46.0% | $8,363+56.8% | $6,400+104.9% |
| Admin fee / account holder | $19 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |