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 | $37,286 | $69,518-46.4% | $59,878-37.7% | $135,375-72.5% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.7%-2.0pp | 82.6%-9.9pp |
| Annual return | -8.74% | 7.94%-16.7pp | 3.46%-12.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,050 | $3,235-36.6% | $2,722-24.7% | $4,779-57.1% |
| Participant deferral / active EE | $5,879 | $4,206+39.8% | $3,402+72.8% | $5,609+4.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |