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 | $61,567 | $100,754-38.9% | $86,677-29.0% | $134,475-54.2% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -18.29% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,305 | $3,489-5.3% | $2,836+16.5% | $4,740-30.3% |
| Participant deferral / active EE | $7,977 | $5,338+49.4% | $4,656+71.3% | $6,400+24.6% |
| Admin fee / account holder | -$101 | $10,926-100.9% | $7,493-101.3% | $11,426-100.9% |