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 | $49,279 | $95,193-48.2% | $76,523-35.6% | $135,375-63.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.0%+10.6pp | 82.6%-4.1pp |
| Annual return | -8.88% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,931 | $3,302-11.3% | $2,647+10.7% | $4,779-38.7% |
| Participant deferral / active EE | $5,966 | $4,639+28.6% | $3,835+55.5% | $5,609+6.4% |
| Admin fee / account holder | $272 | $6,249-95.6% | $4,848-94.4% | $10,827-97.5% |