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 | $110,636 | $154,117-28.2% | $129,995-14.9% | $139,434-20.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 52.84% | 32.48%+20.4pp | -137.18%+190.0pp | 372.94%-320.1pp |
| Employer contribution / active EE | $2,708 | $5,289-48.8% | $4,320-37.3% | $4,751-43.0% |
| Participant deferral / active EE | $7,145 | $6,710+6.5% | $5,820+22.8% | $6,710+6.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |