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 | $96,047 | $140,588-31.7% | $123,104-22.0% | $125,391-23.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.90% | 16.80%-19.7pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $7,624 | $6,041+26.2% | $5,151+48.0% | $4,866+56.7% |
| Participant deferral / active EE | $15,562 | $6,980+122.9% | $6,230+149.8% | $5,352+190.8% |
| Admin fee / account holder | $172 | $11,198-98.5% | $9,015-98.1% | $9,540-98.2% |