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 | $123,869 | $106,115+16.7% | $85,969+44.1% | $125,391-1.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.65% | 13.93%-17.6pp | 9.32%-13.0pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,529 | $4,537-44.2% | $3,474-27.2% | $4,866-48.0% |
| Participant deferral / active EE | $26,430 | $4,859+443.9% | $3,829+590.2% | $5,352+393.9% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |