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 | $124,238 | $105,860+17.4% | $90,749+36.9% | $134,475-7.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.03% | -11.01%-8.0pp | -12.16%-6.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,749 | $3,462+94.9% | $2,921+131.1% | $4,740+42.4% |
| Participant deferral / active EE | $5,054 | $5,216-3.1% | $4,564+10.7% | $6,400-21.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |