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 | $45,254 | $127,386-64.5% | $115,037-60.7% | $125,391-63.9% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -3.21% | 31.28%-34.5pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,252 | $5,166-56.4% | $4,608-51.1% | $4,866-53.7% |
| Participant deferral / active EE | $4,310 | $6,423-32.9% | $6,026-28.5% | $5,352-19.5% |
| Admin fee / account holder | $221 | $9,516-97.7% | $8,175-97.3% | $9,540-97.7% |