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 9-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 | $57,113 | $167,484-65.9% | $151,611-62.3% | $134,475-57.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.08% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,318 | $6,829-66.1% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $9,934 | $8,986+10.6% | $8,363+18.8% | $6,400+55.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |