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 | $71,976 | $167,484-57.0% | $151,611-52.5% | $134,475-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.14% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $11,556 | $6,829+69.2% | $6,166+87.4% | $4,740+143.8% |
| Participant deferral / active EE | $9,093 | $8,986+1.2% | $8,363+8.7% | $6,400+42.1% |
| Admin fee / account holder | $161 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |