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 9-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 | $170,469 | $67,214+153.6% | $61,491+177.2% | $134,475+26.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.96% | -12.08%+5.1pp | -12.98%+6.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $20,737 | $4,974+316.9% | $4,246+388.4% | $4,740+337.5% |
| Participant deferral / active EE | $6,750 | $6,103+10.6% | $5,188+30.1% | $6,400+5.5% |
| Admin fee / account holder | $1 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |