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 9-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 | $41,926 | $167,484-75.0% | $151,611-72.3% | $134,475-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.35% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,540 | $6,829-48.2% | $6,166-42.6% | $4,740-25.3% |
| Participant deferral / active EE | $6,841 | $8,986-23.9% | $8,363-18.2% | $6,400+6.9% |
| Admin fee / account holder | $174 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |