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 | $241,874 | $95,862+152.3% | $79,550+204.1% | $134,475+79.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.13% | -2.69%-12.4pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,985 | $3,128-4.6% | $2,413+23.7% | $4,740-37.0% |
| Participant deferral / active EE | $16,751 | $4,693+256.9% | $3,985+320.3% | $6,400+161.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |