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 | $116,430 | $82,664+40.8% | $125,339-7.1% | $68,494+70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.89% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $41,078 | $3,381+1115.0% | $4,814+753.4% | $2,596+1482.2% |
| Participant deferral / active EE | $11,780 | $6,110+92.8% | $7,446+58.2% | $4,027+192.5% |
| Admin fee / account holder | $50 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |