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 | $42,189 | $167,307-74.8% | $143,757-70.7% | $134,475-68.6% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-3.9pp |
| Annual return | -18.92% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,412 | $5,619-39.3% | $4,951-31.1% | $4,740-28.0% |
| Participant deferral / active EE | $4,699 | $6,446-27.1% | $5,637-16.6% | $6,400-26.6% |
| Admin fee / account holder | $41 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |