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 | $101,070 | $167,484-39.7% | $151,611-33.3% | $134,475-24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.47% | 7.80%-14.3pp | 3.33%-9.8pp | 417.96%-424.4pp |
| Employer contribution / active EE | $10,674 | $6,829+56.3% | $6,166+73.1% | $4,740+125.2% |
| Participant deferral / active EE | $10,597 | $8,986+17.9% | $8,363+26.7% | $6,400+65.6% |
| Admin fee / account holder | $134 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |