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 | $146,711 | $167,484-12.4% | $151,611-3.2% | $134,475+9.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.67% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,291 | $6,829-22.5% | $6,166-14.2% | $4,740+11.6% |
| Participant deferral / active EE | $15,726 | $8,986+75.0% | $8,363+88.0% | $6,400+145.7% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.8% |