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 7-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 | $49,607 | $167,484-70.4% | $151,611-67.3% | $134,475-63.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.03% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,998 | $6,829-41.5% | $6,166-35.2% | $4,740-15.7% |
| Participant deferral / active EE | $9,550 | $8,986+6.3% | $8,363+14.2% | $6,400+49.2% |
| Admin fee / account holder | $205 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |