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 | $75,549 | $82,664-8.6% | $125,339-39.7% | $68,494+10.3% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,529 | $3,381-25.2% | $4,814-47.5% | $2,596-2.6% |
| Participant deferral / active EE | $8,494 | $6,110+39.0% | $7,446+14.1% | $4,027+110.9% |
| Admin fee / account holder | $157 | $6,275-97.5% | $10,010-98.4% | $5,403-97.1% |