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 | $52,213 | $78,694-33.7% | $67,652-22.8% | $125,391-58.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -2.95% | 9.46%-12.4pp | 6625.04%-6628.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,357 | $3,044-55.4% | $2,266-40.1% | $4,866-72.1% |
| Participant deferral / active EE | $1,704 | $4,292-60.3% | $3,560-52.1% | $5,352-68.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |