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 7-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 | $24,317 | $133,958-81.8% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.97% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $10,664 | $4,038+164.1% | $3,635+193.4% | $4,740+125.0% |
| Participant deferral / active EE | $5,530 | $5,291+4.5% | $4,728+17.0% | $6,400-13.6% |
| Admin fee / account holder | $217 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |