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 | $110,197 | $87,540+25.9% | $75,781+45.4% | $125,391-12.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.45% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,276 | $3,930-42.1% | $3,323-31.5% | $4,866-53.2% |
| Participant deferral / active EE | $9,763 | $4,229+130.9% | $3,651+167.4% | $5,352+82.4% |
| Admin fee / account holder | $147 | $6,502-97.7% | $5,299-97.2% | $9,540-98.5% |