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 | $61,623 | $95,193-35.3% | $76,523-19.5% | $135,375-54.5% |
| Participation rate | 76.9% | 74.4%+2.5pp | 68.0%+8.9pp | 82.6%-5.7pp |
| Annual return | -7.06% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,314 | $3,302-29.9% | $2,647-12.6% | $4,779-51.6% |
| Participant deferral / active EE | $4,772 | $4,639+2.9% | $3,835+24.4% | $5,609-14.9% |
| Admin fee / account holder | $233 | $6,249-96.3% | $4,848-95.2% | $10,827-97.9% |