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 | $186,280 | $92,222+102.0% | $76,768+142.7% | $135,375+37.6% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -8.42% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $6,209 | $3,216+93.1% | $2,485+149.8% | $4,779+29.9% |
| Participant deferral / active EE | $12,205 | $4,509+170.7% | $3,852+216.9% | $5,609+117.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |