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 | $63,824 | $133,958-52.4% | $112,228-43.1% | $134,475-52.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -11.34% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,125 | $4,038-22.6% | $3,635-14.0% | $4,740-34.1% |
| Participant deferral / active EE | $5,919 | $5,291+11.9% | $4,728+25.2% | $6,400-7.5% |
| Admin fee / account holder | $152 | $7,489-98.0% | $6,410-97.6% | $11,426-98.7% |