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 | $53,825 | $167,307-67.8% | $143,757-62.6% | $134,475-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,230 | $5,619-42.5% | $4,951-34.8% | $4,740-31.8% |
| Participant deferral / active EE | $3,234 | $6,446-49.8% | $5,637-42.6% | $6,400-49.5% |
| Admin fee / account holder | $21 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |