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 | $87,557 | $97,044-9.8% | $83,333+5.1% | $135,375-35.3% |
| Participation rate | 95.2% | 80.4%+14.8pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -7.01% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $8,713 | $4,143+110.3% | $3,379+157.9% | $4,779+82.3% |
| Participant deferral / active EE | $7,919 | $5,964+32.8% | $5,565+42.3% | $5,609+41.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |