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 | $130,790 | $211,958-38.3% | $169,463-22.8% | $135,375-3.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.23% | 3.26%-7.5pp | 1.83%-6.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,888 | $5,120-24.1% | $4,159-6.5% | $4,779-18.6% |
| Participant deferral / active EE | $11,267 | $6,075+85.5% | $5,277+113.5% | $5,609+100.9% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |