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 7-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 | $49,427 | $167,484-70.5% | $151,611-67.4% | $134,475-63.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.10% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,732 | $6,829-74.6% | $6,166-71.9% | $4,740-63.5% |
| Participant deferral / active EE | $8,000 | $8,986-11.0% | $8,363-4.3% | $6,400+25.0% |
| Admin fee / account holder | $151 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |