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 | $70,425 | $167,307-57.9% | $143,757-51.0% | $134,475-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,366 | $5,619-75.7% | $4,951-72.4% | $4,740-71.2% |
| Participant deferral / active EE | $4,285 | $6,446-33.5% | $5,637-24.0% | $6,400-33.0% |
| Admin fee / account holder | $300 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |