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 | $82,894 | $131,829-37.1% | $108,579-23.7% | $273,961-69.7% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 8.09% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $8,654 | $4,912+76.2% | $3,758+130.3% | $4,869+77.7% |
| Participant deferral / active EE | $8,350 | $5,127+62.9% | $4,311+93.7% | $5,287+57.9% |
| Admin fee / account holder | $23 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |