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 | $97,303 | $167,307-41.8% | $143,757-32.3% | $134,475-27.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.64% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $4,466 | $5,619-20.5% | $4,951-9.8% | $4,740-5.8% |
| Participant deferral / active EE | $13,838 | $6,446+114.7% | $5,637+145.5% | $6,400+116.2% |
| Admin fee / account holder | $148 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |