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 | $161,291 | $97,044+66.2% | $83,333+93.5% | $135,375+19.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.24% | 12.31%-21.5pp | 10.63%-19.9pp | 519.73%-529.0pp |
| Employer contribution / active EE | $5,794 | $4,143+39.9% | $3,379+71.5% | $4,779+21.2% |
| Participant deferral / active EE | $8,442 | $5,964+41.5% | $5,565+51.7% | $5,609+50.5% |
| Admin fee / account holder | $187 | $8,380-97.8% | $7,510-97.5% | $10,827-98.3% |