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 7-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 | $187,750 | $105,860+77.4% | $90,749+106.9% | $134,475+39.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.85% | -11.01%-8.8pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $24,235 | $3,462+600.0% | $2,921+729.7% | $4,740+411.3% |
| Participant deferral / active EE | $16,456 | $5,216+215.5% | $4,564+260.6% | $6,400+157.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |