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 9-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 | $39,817 | $167,307-76.2% | $143,757-72.3% | $134,475-70.4% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -19.68% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,207 | $5,619-60.7% | $4,951-55.4% | $4,740-53.4% |
| Participant deferral / active EE | $7,087 | $6,446+10.0% | $5,637+25.7% | $6,400+10.7% |
| Admin fee / account holder | $196 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |