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 6-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 | $194,366 | $129,942+49.6% | $104,294+86.4% | $134,475+44.5% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -19.54% | 42.03%-61.6pp | 24.61%-44.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,575 | $4,184+81.0% | $3,372+124.7% | $4,740+59.8% |
| Participant deferral / active EE | $16,558 | $5,588+196.3% | $4,625+258.0% | $6,400+158.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |