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 | $110,461 | $131,829-16.2% | $108,579+1.7% | $273,961-59.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.85% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $12,136 | $4,912+147.0% | $3,758+222.9% | $4,869+149.3% |
| Participant deferral / active EE | $9,331 | $5,127+82.0% | $4,311+116.5% | $5,287+76.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |