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 | $168,474 | $131,829+27.8% | $108,579+55.2% | $273,961-38.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.28% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,482 | $4,912-29.1% | $3,758-7.3% | $4,869-28.5% |
| Participant deferral / active EE | $7,925 | $5,127+54.6% | $4,311+83.8% | $5,287+49.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |