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 | $104,360 | $100,754+3.6% | $86,677+20.4% | $134,475-22.4% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -16.39% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $13,593 | $3,489+289.6% | $2,836+379.2% | $4,740+186.8% |
| Participant deferral / active EE | $6,079 | $5,338+13.9% | $4,656+30.6% | $6,400-5.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |