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 | $75,651 | $167,307-54.8% | $143,757-47.4% | $134,475-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $13,500 | $5,619+140.3% | $4,951+172.7% | $4,740+184.8% |
| Participant deferral / active EE | $2,410 | $6,446-62.6% | $5,637-57.2% | $6,400-62.3% |
| Admin fee / account holder | $131 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |