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 | $50,707 | $167,307-69.7% | $143,757-64.7% | $134,475-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,510 | $5,619-55.3% | $4,951-49.3% | $4,740-47.0% |
| Participant deferral / active EE | $15,415 | $6,446+139.1% | $5,637+173.5% | $6,400+140.9% |
| Admin fee / account holder | $263 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |