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 | $131,369 | $76,000+72.9% | $154,107-14.8% | $64,186+104.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -7.14% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,072 | $3,351+111.0% | $5,298+33.5% | $2,381+197.0% |
| Participant deferral / active EE | $6,323 | $3,175+99.1% | $5,081+24.5% | $3,470+82.2% |
| Admin fee / account holder | $214 | $5,596-96.2% | $13,411-98.4% | $4,888-95.6% |