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 | $113,603 | $167,307-32.1% | $143,757-21.0% | $134,475-15.5% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -17.44% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,108 | $5,619+26.5% | $4,951+43.6% | $4,740+50.0% |
| Participant deferral / active EE | $5,563 | $6,446-13.7% | $5,637-1.3% | $6,400-13.1% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |