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 | $221,707 | $142,344+55.8% | $119,609+85.4% | $134,475+64.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -19.15% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $13,002 | $5,222+149.0% | $4,232+207.2% | $4,740+174.3% |
| Participant deferral / active EE | $11,259 | $6,469+74.0% | $5,602+101.0% | $6,400+75.9% |
| Admin fee / account holder | $215 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |