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 | $153,642 | $87,540+75.5% | $75,781+102.7% | $125,391+22.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.35% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $5,778 | $3,930+47.0% | $3,323+73.9% | $4,866+18.7% |
| Participant deferral / active EE | $7,625 | $4,229+80.3% | $3,651+108.8% | $5,352+42.5% |
| Admin fee / account holder | $78 | $6,502-98.8% | $5,299-98.5% | $9,540-99.2% |