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 | $117,243 | $95,862+22.3% | $79,550+47.4% | $134,475-12.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -17.60% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $842 | $3,128-73.1% | $2,413-65.1% | $4,740-82.2% |
| Participant deferral / active EE | $5,060 | $4,693+7.8% | $3,985+27.0% | $6,400-20.9% |
| Admin fee / account holder | $11 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |