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 | $85,190 | $167,307-49.1% | $143,757-40.7% | $134,475-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.09% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,762 | $5,619+20.3% | $4,951+36.6% | $4,740+42.7% |
| Participant deferral / active EE | $6,541 | $6,446+1.5% | $5,637+16.0% | $6,400+2.2% |
| Admin fee / account holder | $233 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |