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 | $81,725 | $113,935-28.3% | $94,224-13.3% | $125,391-34.8% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -1.78% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $5,633 | $4,727+19.2% | $3,587+57.1% | $4,866+15.8% |
| Participant deferral / active EE | $4,212 | $5,179-18.7% | $4,320-2.5% | $5,352-21.3% |
| Admin fee / account holder | $19 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |