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 | $110,138 | $85,790+28.4% | $67,313+63.6% | $135,375-18.6% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -3.04% | -0.54%-2.5pp | -4.08%+1.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,397 | $3,487-31.3% | $2,566-6.6% | $4,779-49.8% |
| Participant deferral / active EE | $6,999 | $4,651+50.5% | $3,568+96.1% | $5,609+24.8% |
| Admin fee / account holder | $5 | $6,392-99.9% | $4,507-99.9% | $10,827-100.0% |