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 | $65,980 | $167,484-60.6% | $151,611-56.5% | $134,475-50.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.05% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $4,839 | $6,829-29.1% | $6,166-21.5% | $4,740+2.1% |
| Participant deferral / active EE | $4,274 | $8,986-52.4% | $8,363-48.9% | $6,400-33.2% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |