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 | $72,762 | $142,344-48.9% | $119,609-39.2% | $134,475-45.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.28% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,526 | $5,222-32.5% | $4,232-16.7% | $4,740-25.6% |
| Participant deferral / active EE | $10,538 | $6,469+62.9% | $5,602+88.1% | $6,400+64.7% |
| Admin fee / account holder | $14 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |