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 7-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 | $65,059 | $167,484-61.2% | $151,611-57.1% | $134,475-51.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.56% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,806 | $6,829-44.3% | $6,166-38.3% | $4,740-19.7% |
| Participant deferral / active EE | $12,610 | $8,986+40.3% | $8,363+50.8% | $6,400+97.0% |
| Admin fee / account holder | $275 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |