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 | $158,968 | $84,527+88.1% | $67,711+134.8% | $125,391+26.8% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -2.51% | 2.57%-5.1pp | 25.41%-27.9pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,712 | $3,292-17.6% | $2,559+6.0% | $4,866-44.3% |
| Participant deferral / active EE | $6,466 | $4,429+46.0% | $3,585+80.4% | $5,352+20.8% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |