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 | $141,863 | $167,307-15.2% | $143,757-1.3% | $134,475+5.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.50% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,846 | $5,619-67.1% | $4,951-62.7% | $4,740-61.0% |
| Participant deferral / active EE | $5,715 | $6,446-11.3% | $5,637+1.4% | $6,400-10.7% |
| Admin fee / account holder | $228 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |