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 | $88,620 | $87,540+1.2% | $75,781+16.9% | $125,391-29.3% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -1.00% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,546 | $3,930-60.7% | $3,323-53.5% | $4,866-68.2% |
| Participant deferral / active EE | $2,139 | $4,229-49.4% | $3,651-41.4% | $5,352-60.0% |
| Admin fee / account holder | $21 | $6,502-99.7% | $5,299-99.6% | $9,540-99.8% |