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 | $135,310 | $56,357+140.1% | $104,294+29.7% | $68,494+97.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -16.48% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,499 | $1,960+282.6% | $3,372+122.4% | $2,596+188.8% |
| Participant deferral / active EE | $6,556 | $3,077+113.1% | $4,625+41.8% | $4,027+62.8% |
| Admin fee / account holder | $171 | $4,903-96.5% | $7,339-97.7% | $5,403-96.8% |