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 | $146,653 | $113,935+28.7% | $94,224+55.6% | $125,391+17.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.48% | 5.29%-7.8pp | 10.68%-13.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,060 | $4,727+7.1% | $3,587+41.1% | $4,866+4.0% |
| Participant deferral / active EE | $15,418 | $5,179+197.7% | $4,320+256.9% | $5,352+188.1% |
| Admin fee / account holder | $137 | $8,391-98.4% | $6,269-97.8% | $9,540-98.6% |