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 | $63,487 | $95,971-33.8% | $74,550-14.8% | $135,375-53.1% |
| Participation rate | 76.2% | 75.7%+0.5pp | 69.1%+7.0pp | 82.6%-6.5pp |
| Annual return | -5.34% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $340 | $2,716-87.5% | $1,961-82.7% | $4,779-92.9% |
| Participant deferral / active EE | $2,397 | $3,843-37.6% | $3,108-22.9% | $5,609-57.3% |
| Admin fee / account holder | $208 | $6,522-96.8% | $5,060-95.9% | $10,827-98.1% |