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 | $83,557 | $93,024-10.2% | $77,024+8.5% | $134,475-37.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -19.33% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,141 | $3,418-37.3% | $2,812-23.9% | $4,740-54.8% |
| Participant deferral / active EE | $6,585 | $5,238+25.7% | $4,426+48.8% | $6,400+2.9% |
| Admin fee / account holder | $32 | $6,944-99.5% | $5,425-99.4% | $11,426-99.7% |