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 7-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 | $69,509 | $142,344-51.2% | $119,609-41.9% | $134,475-48.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.13% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,559 | $5,222-12.7% | $4,232+7.7% | $4,740-3.8% |
| Participant deferral / active EE | $15,626 | $6,469+141.5% | $5,602+178.9% | $6,400+144.2% |
| Admin fee / account holder | $276 | $13,584-98.0% | $10,323-97.3% | $11,426-97.6% |