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 | $88,836 | $72,404+22.7% | $110,238-19.4% | $64,186+38.4% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.6pp | 69.6%+14.8pp |
| Annual return | 12.19% | -6.29%+18.5pp | 314.74%-302.6pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,270 | $2,282-44.4% | $3,826-66.8% | $2,381-46.7% |
| Participant deferral / active EE | $2,267 | $3,469-34.7% | $4,672-51.5% | $3,470-34.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |