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 | $64,580 | $167,484-61.4% | $151,611-57.4% | $134,475-52.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.25% | 7.80%-25.0pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,073 | $6,829-40.4% | $6,166-34.0% | $4,740-14.1% |
| Participant deferral / active EE | $4,217 | $8,986-53.1% | $8,363-49.6% | $6,400-34.1% |
| Admin fee / account holder | $176 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |