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 | $89,953 | $167,307-46.2% | $143,757-37.4% | $134,475-33.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.50% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,324 | $5,619-40.8% | $4,951-32.9% | $4,740-29.9% |
| Participant deferral / active EE | $6,593 | $6,446+2.3% | $5,637+17.0% | $6,400+3.0% |
| Admin fee / account holder | $128 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |