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 8-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 | $68,870 | $133,958-48.6% | $112,228-38.6% | $134,475-48.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -18.11% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,462 | $4,038-39.0% | $3,635-32.3% | $4,740-48.1% |
| Participant deferral / active EE | $9,767 | $5,291+84.6% | $4,728+106.6% | $6,400+52.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |