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 | $157,479 | $167,307-5.9% | $143,757+9.5% | $134,475+17.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.28% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $6,694 | $5,619+19.1% | $4,951+35.2% | $4,740+41.2% |
| Participant deferral / active EE | $5,571 | $6,446-13.6% | $5,637-1.2% | $6,400-12.9% |
| Admin fee / account holder | $177 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |