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 | $133,000 | $133,958-0.7% | $112,228+18.5% | $134,475-1.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -5.86% | 47.11%-53.0pp | 27.45%-33.3pp | 417.96%-423.8pp |
| Employer contribution / active EE | $3,156 | $4,038-21.8% | $3,635-13.2% | $4,740-33.4% |
| Participant deferral / active EE | $5,455 | $5,291+3.1% | $4,728+15.4% | $6,400-14.8% |
| Admin fee / account holder | $80 | $7,489-98.9% | $6,410-98.8% | $11,426-99.3% |