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 8-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 | $57,847 | $57,354+0.9% | $83,848-31.0% | $64,186-9.9% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -6.63% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $11,933 | $2,545+368.8% | $3,631+228.7% | $2,381+401.2% |
| Participant deferral / active EE | $7,498 | $2,993+150.5% | $4,082+83.7% | $3,470+116.1% |
| Admin fee / account holder | $204 | $4,046-95.0% | $5,478-96.3% | $4,888-95.8% |