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 | $48,759 | $167,307-70.9% | $143,757-66.1% | $134,475-63.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.81% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,947 | $5,619+59.2% | $4,951+80.7% | $4,740+88.8% |
| Participant deferral / active EE | $4,331 | $6,446-32.8% | $5,637-23.2% | $6,400-32.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |