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 | $72,830 | $167,484-56.5% | $151,611-52.0% | $134,475-45.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.76% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,651 | $6,829-75.8% | $6,166-73.2% | $4,740-65.2% |
| Participant deferral / active EE | $19,290 | $8,986+114.7% | $8,363+130.6% | $6,400+201.4% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |