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 | $48,279 | $87,540-44.8% | $75,781-36.3% | $125,391-61.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.73% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,053 | $3,930-47.8% | $3,323-38.2% | $4,866-57.8% |
| Participant deferral / active EE | $3,215 | $4,229-24.0% | $3,651-12.0% | $5,352-39.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |