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 | $244,016 | $167,484+45.7% | $151,611+60.9% | $134,475+81.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.55% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,238 | $6,829-67.2% | $6,166-63.7% | $4,740-52.8% |
| Participant deferral / active EE | $6,483 | $8,986-27.9% | $8,363-22.5% | $6,400+1.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |