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 | $177,249 | $82,286+115.4% | $68,791+157.7% | $134,475+31.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.54% | -2.19%-14.3pp | -6.38%-10.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $32,982 | $3,301+899.2% | $2,655+1142.2% | $4,740+595.9% |
| Participant deferral / active EE | $6,483 | $4,739+36.8% | $3,941+64.5% | $6,400+1.3% |
| Admin fee / account holder | -$348 | $6,481-105.4% | $4,932-107.0% | $11,426-103.0% |