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 | $159,726 | $167,484-4.6% | $151,611+5.4% | $134,475+18.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.79% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,935 | $6,829-57.0% | $6,166-52.4% | $4,740-38.1% |
| Participant deferral / active EE | $5,385 | $8,986-40.1% | $8,363-35.6% | $6,400-15.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |