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 | $128,584 | $85,790+49.9% | $67,313+91.0% | $135,375-5.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.88% | -0.54%-7.3pp | -4.08%-3.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,204 | $3,487-65.5% | $2,566-53.1% | $4,779-74.8% |
| Participant deferral / active EE | $17,667 | $4,651+279.9% | $3,568+395.1% | $5,609+215.0% |
| Admin fee / account holder | $252 | $6,392-96.1% | $4,507-94.4% | $10,827-97.7% |