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 | $85,047 | $95,193-10.7% | $76,523+11.1% | $135,375-37.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.42% | 4.85%-13.3pp | -0.27%-8.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,245 | $3,302-1.7% | $2,647+22.6% | $4,779-32.1% |
| Participant deferral / active EE | $8,832 | $4,639+90.4% | $3,835+130.3% | $5,609+57.5% |
| Admin fee / account holder | $291 | $6,249-95.3% | $4,848-94.0% | $10,827-97.3% |