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 | $205,694 | $97,044+112.0% | $83,333+146.8% | $135,375+51.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -4.14% | 12.31%-16.5pp | 10.63%-14.8pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,311 | $4,143-44.2% | $3,379-31.6% | $4,779-51.6% |
| Participant deferral / active EE | $7,227 | $5,964+21.2% | $5,565+29.9% | $5,609+28.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |