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 | $95,887 | $83,908+14.3% | $68,509+40.0% | $125,391-23.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | -2.08% | 14.48%-16.6pp | 8.27%-10.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,030 | $3,031-33.0% | $2,278-10.9% | $4,866-58.3% |
| Participant deferral / active EE | $10,200 | $4,125+147.3% | $3,382+201.6% | $5,352+90.6% |
| Admin fee / account holder | $185 | $8,982-97.9% | $5,275-96.5% | $9,540-98.1% |