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 | $81,836 | $97,044-15.7% | $83,333-1.8% | $135,375-39.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.17% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,375 | $4,143-42.7% | $3,379-29.7% | $4,779-50.3% |
| Participant deferral / active EE | $3,265 | $5,964-45.3% | $5,565-41.3% | $5,609-41.8% |
| Admin fee / account holder | $189 | $8,380-97.7% | $7,510-97.5% | $10,827-98.2% |