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 | $130,278 | $76,000+71.4% | $154,107-15.5% | $64,186+103.0% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,485 | $3,351-25.8% | $5,298-53.1% | $2,381+4.4% |
| Participant deferral / active EE | $1,999 | $3,175-37.1% | $5,081-60.7% | $3,470-42.4% |
| Admin fee / account holder | $220 | $5,596-96.1% | $13,411-98.4% | $4,888-95.5% |