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 | $62,453 | $45,863+36.2% | $77,024-18.9% | $68,494-8.8% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | -13.92% | 1.72%-15.6pp | 42.32%-56.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,491 | $1,650+232.9% | $2,812+95.3% | $2,596+111.5% |
| Participant deferral / active EE | $4,322 | $2,962+45.9% | $4,426-2.4% | $4,027+7.3% |
| Admin fee / account holder | $171 | $3,041-94.4% | $5,425-96.8% | $5,403-96.8% |