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 | $48,104 | $142,344-66.2% | $119,609-59.8% | $134,475-64.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -16.13% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,101 | $5,222-40.6% | $4,232-26.7% | $4,740-34.6% |
| Participant deferral / active EE | $5,915 | $6,469-8.6% | $5,602+5.6% | $6,400-7.6% |
| Admin fee / account holder | $183 | $13,584-98.7% | $10,323-98.2% | $11,426-98.4% |