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 | $67,028 | $93,024-27.9% | $77,024-13.0% | $134,475-50.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -18.30% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,741 | $3,418+9.5% | $2,812+33.0% | $4,740-21.1% |
| Participant deferral / active EE | $17,739 | $5,238+238.7% | $4,426+300.8% | $6,400+177.2% |
| Admin fee / account holder | $291 | $6,944-95.8% | $5,425-94.6% | $11,426-97.5% |