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 9-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 | $86,739 | $97,044-10.6% | $83,333+4.1% | $135,375-35.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -0.34% | 12.31%-12.6pp | 10.63%-11.0pp | 519.73%-520.1pp |
| Employer contribution / active EE | $17,380 | $4,143+319.5% | $3,379+414.4% | $4,779+263.7% |
| Participant deferral / active EE | $8,344 | $5,964+39.9% | $5,565+49.9% | $5,609+48.8% |
| Admin fee / account holder | $44 | $8,380-99.5% | $7,510-99.4% | $10,827-99.6% |