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 | $46,069 | $92,222-50.0% | $76,768-40.0% | $135,375-66.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -7.98% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,360 | $3,216-57.7% | $2,485-45.3% | $4,779-71.5% |
| Participant deferral / active EE | $3,726 | $4,509-17.4% | $3,852-3.3% | $5,609-33.6% |
| Admin fee / account holder | $166 | $10,748-98.5% | $6,675-97.5% | $10,827-98.5% |