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 | $109,864 | $92,222+19.1% | $76,768+43.1% | $135,375-18.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -7.09% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,981 | $4,509+187.9% | $3,852+237.0% | $5,609+131.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |