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 | $192,902 | $142,344+35.5% | $119,609+61.3% | $134,475+43.4% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.54% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,697 | $5,222-48.4% | $4,232-36.3% | $4,740-43.1% |
| Participant deferral / active EE | $14,004 | $6,469+116.5% | $5,602+150.0% | $6,400+118.8% |
| Admin fee / account holder | $36 | $13,584-99.7% | $10,323-99.7% | $11,426-99.7% |