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 | $72,924 | $158,817-54.1% | $121,196-39.8% | $135,375-46.1% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -6.98% | -0.64%-6.3pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,834 | $5,665-32.3% | $4,022-4.7% | $4,779-19.8% |
| Participant deferral / active EE | $6,405 | $4,005+59.9% | $3,344+91.5% | $5,609+14.2% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |