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 9-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 | $50,052 | $85,790-41.7% | $67,313-25.6% | $135,375-63.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -7.22% | -0.54%-6.7pp | -4.08%-3.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,315 | $3,487-62.3% | $2,566-48.8% | $4,779-72.5% |
| Participant deferral / active EE | $2,119 | $4,651-54.4% | $3,568-40.6% | $5,609-62.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |