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 | $38,192 | $167,307-77.2% | $143,757-73.4% | $134,475-71.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -14.17% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,111 | $5,619-9.0% | $4,951+3.2% | $4,740+7.8% |
| Participant deferral / active EE | $6,352 | $6,446-1.5% | $5,637+12.7% | $6,400-0.7% |
| Admin fee / account holder | $203 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |