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 | $165,986 | $91,911+80.6% | $68,793+141.3% | $135,375+22.6% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -8.38% | -8.22%-0.2pp | -4.63%-3.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,108 | $3,924-46.3% | $2,625-19.7% | $4,779-55.9% |
| Participant deferral / active EE | $4,975 | $4,315+15.3% | $3,311+50.3% | $5,609-11.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |