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 | $67,577 | $61,774+9.4% | $97,226-30.5% | $80,856-16.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.33% | -557.90%+570.2pp | 75.13%-62.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,444 | $1,837+305.3% | $2,729+172.8% | $2,755+170.2% |
| Participant deferral / active EE | $2,779 | $3,029-8.3% | $4,264-34.8% | $4,296-35.3% |
| Admin fee / account holder | $150 | $5,166-97.1% | $5,654-97.4% | $6,918-97.8% |