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 | $21,150 | $133,958-84.2% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.75% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,153 | $4,038-46.7% | $3,635-40.8% | $4,740-54.6% |
| Participant deferral / active EE | $4,899 | $5,291-7.4% | $4,728+3.6% | $6,400-23.5% |
| Admin fee / account holder | $148 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |