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 | $146,880 | $167,307-12.2% | $143,757+2.2% | $134,475+9.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.57% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $9,068 | $5,619+61.4% | $4,951+83.2% | $4,740+91.3% |
| Participant deferral / active EE | $7,723 | $6,446+19.8% | $5,637+37.0% | $6,400+20.7% |
| Admin fee / account holder | $273 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |