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 | $114,445 | $167,307-31.6% | $143,757-20.4% | $134,475-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,441 | $5,619-3.2% | $4,951+9.9% | $4,740+14.8% |
| Participant deferral / active EE | $3,911 | $6,446-39.3% | $5,637-30.6% | $6,400-38.9% |
| Admin fee / account holder | $48 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |