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 | $48,133 | $87,540-45.0% | $75,781-36.5% | $125,391-61.6% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -1.51% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,223 | $3,930-43.4% | $3,323-33.1% | $4,866-54.3% |
| Participant deferral / active EE | $6,160 | $4,229+45.7% | $3,651+68.7% | $5,352+15.1% |
| Admin fee / account holder | $30 | $6,502-99.5% | $5,299-99.4% | $9,540-99.7% |