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 | $69,764 | $211,958-67.1% | $169,463-58.8% | $135,375-48.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.23% | 3.26%-12.5pp | 1.83%-11.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $6,000 | $5,120+17.2% | $4,159+44.3% | $4,779+25.6% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+114.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |