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 | $134,667 | $54,229+148.3% | $70,092+92.1% | $68,494+96.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.36% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,942 | $2,018+194.4% | $2,559+132.2% | $2,596+128.9% |
| Participant deferral / active EE | $5,504 | $2,956+86.2% | $3,849+43.0% | $4,027+36.7% |
| Admin fee / account holder | $19 | $4,694-99.6% | $6,267-99.7% | $5,403-99.6% |