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 | $97,476 | $69,518+40.2% | $59,878+62.8% | $135,375-28.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.22% | 7.94%-15.2pp | 3.46%-10.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $9,183 | $3,235+183.9% | $2,722+237.4% | $4,779+92.2% |
| Participant deferral / active EE | $2,968 | $4,206-29.4% | $3,402-12.8% | $5,609-47.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |