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 | $103,370 | $127,100-18.7% | $105,738-2.2% | $135,375-23.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -8.24% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,890 | $4,107+43.4% | $3,268+80.2% | $4,779+23.3% |
| Participant deferral / active EE | $8,954 | $5,064+76.8% | $4,080+119.5% | $5,609+59.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |