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 | $130,995 | $127,100+3.1% | $105,738+23.9% | $135,375-3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.31% | 4.49%-6.8pp | 6.27%-8.6pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,924 | $4,107-53.2% | $3,268-41.1% | $4,779-59.7% |
| Participant deferral / active EE | $6,015 | $5,064+18.8% | $4,080+47.4% | $5,609+7.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |