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 | $172,454 | $93,024+85.4% | $77,024+123.9% | $134,475+28.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.31% | 62.60%-76.9pp | 42.32%-56.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $6,304 | $3,418+84.5% | $2,812+124.2% | $4,740+33.0% |
| Participant deferral / active EE | $13,500 | $5,238+157.7% | $4,426+205.0% | $6,400+110.9% |
| Admin fee / account holder | $101 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |