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 8-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 | $54,959 | $100,754-45.5% | $86,677-36.6% | $134,475-59.1% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -12.88% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,397 | $3,489+140.6% | $2,836+196.0% | $4,740+77.2% |
| Participant deferral / active EE | $9,991 | $5,338+87.2% | $4,656+114.6% | $6,400+56.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |