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 | $107,143 | $83,908+27.7% | $68,509+56.4% | $125,391-14.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -2.45% | 14.48%-16.9pp | 8.27%-10.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,263 | $3,031-58.3% | $2,278-44.6% | $4,866-74.0% |
| Participant deferral / active EE | $7,760 | $4,125+88.1% | $3,382+129.4% | $5,352+45.0% |
| Admin fee / account holder | $38 | $8,982-99.6% | $5,275-99.3% | $9,540-99.6% |