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 | $216,704 | $167,484+29.4% | $151,611+42.9% | $134,475+61.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -20.29% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $6,321 | $6,829-7.4% | $6,166+2.5% | $4,740+33.4% |
| Participant deferral / active EE | $15,168 | $8,986+68.8% | $8,363+81.4% | $6,400+137.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |