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 | $60,886 | $167,484-63.6% | $151,611-59.8% | $134,475-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,737 | $6,829-45.3% | $6,166-39.4% | $4,740-21.2% |
| Participant deferral / active EE | $12,775 | $8,986+42.2% | $8,363+52.7% | $6,400+99.6% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |