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 | $98,776 | $142,344-30.6% | $119,609-17.4% | $134,475-26.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | -12.44%-4.7pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,554 | $5,222+6.4% | $4,232+31.2% | $4,740+17.2% |
| Participant deferral / active EE | $15,735 | $6,469+143.2% | $5,602+180.9% | $6,400+145.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |