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 9-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 | $52,026 | $167,307-68.9% | $143,757-63.8% | $134,475-61.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.99% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,048 | $5,619-63.6% | $4,951-58.6% | $4,740-56.8% |
| Participant deferral / active EE | $6,556 | $6,446+1.7% | $5,637+16.3% | $6,400+2.4% |
| Admin fee / account holder | $222 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |