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 | $48,100 | $167,307-71.3% | $143,757-66.5% | $134,475-64.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.28% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,677 | $5,619-16.8% | $4,951-5.5% | $4,740-1.3% |
| Participant deferral / active EE | $6,993 | $6,446+8.5% | $5,637+24.1% | $6,400+9.3% |
| Admin fee / account holder | $121 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |