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 | $51,967 | $197,825-73.7% | $155,790-66.6% | $125,391-58.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -2.04% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,904 | $4,847-19.4% | $3,836+1.8% | $4,866-19.8% |
| Participant deferral / active EE | $7,037 | $5,630+25.0% | $4,797+46.7% | $5,352+31.5% |
| Admin fee / account holder | $36 | $9,545-99.6% | $7,478-99.5% | $9,540-99.6% |