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 | $231,813 | $97,044+138.9% | $83,333+178.2% | $135,375+71.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.74% | 12.31%-16.1pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,000 | $4,143-51.7% | $3,379-40.8% | $4,779-58.2% |
| Participant deferral / active EE | $5,142 | $5,964-13.8% | $5,565-7.6% | $5,609-8.3% |
| Admin fee / account holder | $21 | $8,380-99.8% | $7,510-99.7% | $10,827-99.8% |