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 | $76,057 | $95,862-20.7% | $79,550-4.4% | $134,475-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.76% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $14,759 | $3,128+371.8% | $2,413+511.6% | $4,740+211.4% |
| Participant deferral / active EE | $5,295 | $4,693+12.8% | $3,985+32.9% | $6,400-17.3% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.7% | $11,426-99.8% |