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 8-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 | $138,637 | $167,307-17.1% | $143,757-3.6% | $134,475+3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,726 | $5,619-51.5% | $4,951-44.9% | $4,740-42.5% |
| Participant deferral / active EE | $8,633 | $6,446+33.9% | $5,637+53.2% | $6,400+34.9% |
| Admin fee / account holder | $147 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |