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 5-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 | $39,183 | $93,024-57.9% | $77,024-49.1% | $134,475-70.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.87% | 62.60%-83.5pp | 42.32%-63.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,033 | $3,418+47.3% | $2,812+79.0% | $4,740+6.2% |
| Participant deferral / active EE | $11,138 | $5,238+112.6% | $4,426+151.6% | $6,400+74.0% |
| Admin fee / account holder | $146 | $6,944-97.9% | $5,425-97.3% | $11,426-98.7% |