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 | $128,339 | $167,484-23.4% | $151,611-15.3% | $134,475-4.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.26% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $15,212 | $6,829+122.8% | $6,166+146.7% | $4,740+221.0% |
| Participant deferral / active EE | $14,737 | $8,986+64.0% | $8,363+76.2% | $6,400+130.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |