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 | $62,849 | $92,222-31.9% | $76,768-18.1% | $135,375-53.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.63% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,557 | $3,216-51.6% | $2,485-37.3% | $4,779-67.4% |
| Participant deferral / active EE | $9,508 | $4,509+110.9% | $3,852+146.9% | $5,609+69.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |