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 | $67,966 | $76,000-10.6% | $154,107-55.9% | $64,186+5.9% |
| Participation rate | 91.4% | 70.4%+21.0pp | 83.0%+8.4pp | 69.6%+21.9pp |
| Annual return | -7.85% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,065 | $3,351-38.4% | $5,298-61.0% | $2,381-13.3% |
| Participant deferral / active EE | $4,607 | $3,175+45.1% | $5,081-9.3% | $3,470+32.8% |
| Admin fee / account holder | $1 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |