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 | $177,636 | $85,790+107.1% | $67,313+163.9% | $135,375+31.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.96% | -0.54%-2.4pp | -4.08%+1.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,500 | $3,487+0.4% | $2,566+36.4% | $4,779-26.8% |
| Participant deferral / active EE | $9,995 | $4,651+114.9% | $3,568+180.1% | $5,609+78.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |