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 | $181,584 | $167,484+8.4% | $151,611+19.8% | $134,475+35.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.61% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,598 | $6,829-76.6% | $6,166-74.1% | $4,740-66.3% |
| Participant deferral / active EE | $8,481 | $8,986-5.6% | $8,363+1.4% | $6,400+32.5% |
| Admin fee / account holder | $275 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |