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 | $71,714 | $127,386-43.7% | $115,037-37.7% | $125,391-42.8% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.59% | 31.28%-31.9pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,913 | $5,166-43.6% | $4,608-36.8% | $4,866-40.1% |
| Participant deferral / active EE | $5,230 | $6,423-18.6% | $6,026-13.2% | $5,352-2.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |