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 | $58,146 | $67,331-13.6% | $60,874-4.5% | $134,475-56.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.40% | 49.93%-66.3pp | 16.90%-33.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,985 | $3,096+61.0% | $2,701+84.5% | $4,740+5.2% |
| Participant deferral / active EE | $14,386 | $4,538+217.0% | $3,817+276.9% | $6,400+124.8% |
| Admin fee / account holder | $39 | $4,582-99.1% | $3,224-98.8% | $11,426-99.7% |