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 | $129,993 | $167,307-22.3% | $143,757-9.6% | $134,475-3.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,189 | $5,619-43.2% | $4,951-35.6% | $4,740-32.7% |
| Participant deferral / active EE | $8,252 | $6,446+28.0% | $5,637+46.4% | $6,400+28.9% |
| Admin fee / account holder | $44 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |