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 | $107,067 | $93,024+15.1% | $77,024+39.0% | $134,475-20.4% |
| Participation rate | 78.9% | 74.5%+4.5pp | 67.9%+11.0pp | 81.2%-2.3pp |
| Annual return | -17.33% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,506 | $3,418-26.7% | $2,812-10.9% | $4,740-47.1% |
| Participant deferral / active EE | $8,471 | $5,238+61.7% | $4,426+91.4% | $6,400+32.4% |
| Admin fee / account holder | $261 | $6,944-96.2% | $5,425-95.2% | $11,426-97.7% |