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 | $50,627 | $142,344-64.4% | $119,609-57.7% | $134,475-62.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,957 | $5,222+71.5% | $4,232+111.6% | $4,740+89.0% |
| Participant deferral / active EE | $8,557 | $6,469+32.3% | $5,602+52.7% | $6,400+33.7% |
| Admin fee / account holder | $46 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |