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 | $120,781 | $142,344-15.1% | $119,609+1.0% | $134,475-10.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.34% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,800 | $5,222-8.1% | $4,232+13.4% | $4,740+1.3% |
| Participant deferral / active EE | $11,837 | $6,469+83.0% | $5,602+111.3% | $6,400+85.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |