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 | $90,515 | $100,754-10.2% | $86,677+4.4% | $134,475-32.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -11.19% | 29.04%-40.2pp | 35.91%-47.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,689 | $3,489-51.6% | $2,836-40.4% | $4,740-64.4% |
| Participant deferral / active EE | $7,622 | $5,338+42.8% | $4,656+63.7% | $6,400+19.1% |
| Admin fee / account holder | $284 | $10,926-97.4% | $7,493-96.2% | $11,426-97.5% |