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 | $149,203 | $107,791+38.4% | $90,645+64.6% | $135,375+10.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -5.61% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,656 | $3,018-12.0% | $2,532+4.9% | $4,779-44.4% |
| Participant deferral / active EE | $8,170 | $3,872+111.0% | $3,425+138.6% | $5,609+45.7% |
| Admin fee / account holder | $92 | $5,930-98.4% | $4,994-98.1% | $10,827-99.1% |