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 | $123,289 | $142,344-13.4% | $119,609+3.1% | $134,475-8.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -9.83% | -12.44%+2.6pp | -14.97%+5.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $4,666 | $5,222-10.7% | $4,232+10.2% | $4,740-1.6% |
| Participant deferral / active EE | $10,958 | $6,469+69.4% | $5,602+95.6% | $6,400+71.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |