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 | $200,700 | $133,958+49.8% | $112,228+78.8% | $134,475+49.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.70% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,625 | $4,038-59.8% | $3,635-55.3% | $4,740-65.7% |
| Participant deferral / active EE | $14,389 | $5,291+172.0% | $4,728+204.3% | $6,400+124.8% |
| Admin fee / account holder | $85 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |