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 | $29,529 | $131,829-77.6% | $108,579-72.8% | $273,961-89.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 5.50% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,939 | $4,912-19.8% | $3,758+4.8% | $4,869-19.1% |
| Participant deferral / active EE | $6,043 | $5,127+17.9% | $4,311+40.2% | $5,287+14.3% |
| Admin fee / account holder | $32 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |