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 | $80,113 | $95,971-16.5% | $74,550+7.5% | $135,375-40.8% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -0.52% | 56.96%-57.5pp | 32.53%-33.1pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,411 | $2,716-48.1% | $1,961-28.1% | $4,779-70.5% |
| Participant deferral / active EE | $1,764 | $3,843-54.1% | $3,108-43.3% | $5,609-68.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |