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 | $89,980 | $105,860-15.0% | $90,749-0.8% | $134,475-33.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.90% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,531 | $3,462+88.6% | $2,921+123.6% | $4,740+37.8% |
| Participant deferral / active EE | $5,434 | $5,216+4.2% | $4,564+19.1% | $6,400-15.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |