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 8-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 | $117,437 | $167,484-29.9% | $151,611-22.5% | $134,475-12.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.61% | 7.80%-9.4pp | 3.33%-4.9pp | 417.96%-419.6pp |
| Employer contribution / active EE | $10,380 | $6,829+52.0% | $6,166+68.3% | $4,740+119.0% |
| Participant deferral / active EE | $11,043 | $8,986+22.9% | $8,363+32.0% | $6,400+72.5% |
| Admin fee / account holder | $243 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |