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 | $135,642 | $107,791+25.8% | $90,645+49.6% | $135,375+0.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,978 | $3,018+64.9% | $2,532+96.6% | $4,779+4.2% |
| Participant deferral / active EE | $6,308 | $3,872+62.9% | $3,425+84.2% | $5,609+12.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |