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 | $160,022 | $77,813+105.6% | $123,544+29.5% | $64,186+149.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.95% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,216 | $3,014-26.5% | $4,628-52.1% | $2,381-6.9% |
| Participant deferral / active EE | $13,460 | $5,240+156.9% | $6,426+109.5% | $3,470+288.0% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |