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 | $122,132 | $167,307-27.0% | $143,757-15.0% | $134,475-9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,694 | $5,619-52.1% | $4,951-45.6% | $4,740-43.2% |
| Participant deferral / active EE | $3,322 | $6,446-48.5% | $5,637-41.1% | $6,400-48.1% |
| Admin fee / account holder | $282 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |