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 | $79,730 | $84,527-5.7% | $67,711+17.8% | $125,391-36.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.59% | 2.57%-6.2pp | 25.41%-29.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $14,500 | $3,292+340.5% | $2,559+466.6% | $4,866+198.0% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $294 | $5,340-94.5% | $4,255-93.1% | $9,540-96.9% |