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 | $90,058 | $158,817-43.3% | $121,196-25.7% | $135,375-33.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.68% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $10,530 | $5,665+85.9% | $4,022+161.8% | $4,779+120.3% |
| Participant deferral / active EE | $6,648 | $4,005+66.0% | $3,344+98.8% | $5,609+18.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |