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 | $113,048 | $167,307-32.4% | $143,757-21.4% | $134,475-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.10% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,006 | $5,619-46.5% | $4,951-39.3% | $4,740-36.6% |
| Participant deferral / active EE | $5,976 | $6,446-7.3% | $5,637+6.0% | $6,400-6.6% |
| Admin fee / account holder | $80 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |