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 | $47,935 | $129,942-63.1% | $104,294-54.0% | $134,475-64.4% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | -15.97% | 42.03%-58.0pp | 24.61%-40.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,661 | $4,184+35.3% | $3,372+67.9% | $4,740+19.4% |
| Participant deferral / active EE | $3,029 | $5,588-45.8% | $4,625-34.5% | $6,400-52.7% |
| Admin fee / account holder | $59 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |