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 | $52,679 | $92,222-42.9% | $76,768-31.4% | $135,375-61.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -4.92% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,473 | $3,216-23.1% | $2,485-0.5% | $4,779-48.3% |
| Participant deferral / active EE | $3,188 | $4,509-29.3% | $3,852-17.2% | $5,609-43.2% |
| Admin fee / account holder | $164 | $10,748-98.5% | $6,675-97.5% | $10,827-98.5% |