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 | $103,431 | $107,791-4.0% | $90,645+14.1% | $135,375-23.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.74% | -0.90%-7.8pp | 1.88%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $23,069 | $3,018+664.4% | $2,532+811.2% | $4,779+382.7% |
| Participant deferral / active EE | $11,100 | $3,872+186.7% | $3,425+224.1% | $5,609+97.9% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |