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 | $90,813 | $100,754-9.9% | $86,677+4.8% | $134,475-32.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,320 | $3,489-4.9% | $2,836+17.0% | $4,740-30.0% |
| Participant deferral / active EE | $15,955 | $5,338+198.9% | $4,656+242.7% | $6,400+149.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |