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 | $92,080 | $142,344-35.3% | $119,609-23.0% | $134,475-31.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.31% | -12.44%+2.1pp | -14.97%+4.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,598 | $5,222-50.2% | $4,232-38.6% | $4,740-45.2% |
| Participant deferral / active EE | $3,414 | $6,469-47.2% | $5,602-39.1% | $6,400-46.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |