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 | $205,063 | $211,958-3.3% | $169,463+21.0% | $135,375+51.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.74% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,907 | $5,120-23.7% | $4,159-6.1% | $4,779-18.2% |
| Participant deferral / active EE | $13,023 | $6,075+114.4% | $5,277+146.8% | $5,609+132.2% |
| Admin fee / account holder | $30 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |