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 | $114,628 | $113,935+0.6% | $94,224+21.7% | $125,391-8.6% |
| Participation rate | 78.6% | 82.9%-4.3pp | 78.8%-0.2pp | 83.2%-4.6pp |
| Annual return | -1.52% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,421 | $4,727-48.8% | $3,587-32.5% | $4,866-50.3% |
| Participant deferral / active EE | $4,403 | $5,179-15.0% | $4,320+1.9% | $5,352-17.7% |
| Admin fee / account holder | $18 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |