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 | $50,752 | $127,386-60.2% | $115,037-55.9% | $125,391-59.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.96% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,137 | $5,166-58.6% | $4,608-53.6% | $4,866-56.1% |
| Participant deferral / active EE | $5,692 | $6,423-11.4% | $6,026-5.5% | $5,352+6.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |