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 | $66,559 | $138,065-51.8% | $123,544-46.1% | $135,375-50.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -6.88% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,046 | $5,151-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $4,841 | $6,799-28.8% | $6,426-24.7% | $5,609-13.7% |
| Admin fee / account holder | $229 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |