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 | $92,120 | $140,588-34.5% | $123,104-25.2% | $125,391-26.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.11% | 16.80%-16.9pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,843 | $6,041-52.9% | $5,151-44.8% | $4,866-41.6% |
| Participant deferral / active EE | $7,874 | $6,980+12.8% | $6,230+26.4% | $5,352+47.1% |
| Admin fee / account holder | $183 | $11,198-98.4% | $9,015-98.0% | $9,540-98.1% |