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 | $58,081 | $92,222-37.0% | $76,768-24.3% | $135,375-57.1% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -7.64% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,003 | $3,216-37.7% | $2,485-19.4% | $4,779-58.1% |
| Participant deferral / active EE | $5,548 | $4,509+23.1% | $3,852+44.0% | $5,609-1.1% |
| Admin fee / account holder | $32 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |