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 | $135,721 | $154,117-11.9% | $129,995+4.4% | $139,434-2.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 25.17% | 32.48%-7.3pp | -137.18%+162.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,048 | $5,289-61.3% | $4,320-52.6% | $4,751-56.9% |
| Participant deferral / active EE | $4,719 | $6,710-29.7% | $5,820-18.9% | $6,710-29.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |