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 5-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 | $84,694 | $76,000+11.4% | $154,107-45.0% | $64,186+32.0% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,323 | $3,351+58.9% | $5,298+0.5% | $2,381+123.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $177 | $5,596-96.8% | $13,411-98.7% | $4,888-96.4% |