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 | $99,128 | $106,543-7.0% | $91,220+8.7% | $134,475-26.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.13% | 160.60%-177.7pp | 114.01%-131.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,801 | $3,331-45.9% | $2,850-36.8% | $4,740-62.0% |
| Participant deferral / active EE | $5,221 | $4,719+10.6% | $4,234+23.3% | $6,400-18.4% |
| Admin fee / account holder | $70 | $6,231-98.9% | $5,420-98.7% | $11,426-99.4% |