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 | $72,744 | $97,044-25.0% | $83,333-12.7% | $135,375-46.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.34% | 12.31%-21.6pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $16,772 | $4,143+304.8% | $3,379+396.4% | $4,779+251.0% |
| Participant deferral / active EE | $15,407 | $5,964+158.3% | $5,565+176.9% | $5,609+174.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |