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 | $129,347 | $152,651-15.3% | $105,218+22.9% | $125,391+3.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.59% | 8.24%-9.8pp | 5.33%-6.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,989 | $4,802-58.6% | $3,255-38.9% | $4,866-59.1% |
| Participant deferral / active EE | $5,886 | $6,660-11.6% | $4,867+20.9% | $5,352+10.0% |
| Admin fee / account holder | $50 | $14,248-99.6% | $6,992-99.3% | $9,540-99.5% |