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 9-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 | $149,031 | $77,813+91.5% | $123,544+20.6% | $64,186+132.2% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -6.87% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,854 | $3,014+27.9% | $4,628-16.7% | $2,381+61.9% |
| Participant deferral / active EE | $8,529 | $5,240+62.8% | $6,426+32.7% | $3,470+145.8% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |