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 | $90,936 | $87,540+3.9% | $75,781+20.0% | $125,391-27.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -0.69% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $11,967 | $3,930+204.5% | $3,323+260.1% | $4,866+145.9% |
| Participant deferral / active EE | $11,325 | $4,229+167.8% | $3,651+210.2% | $5,352+111.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |