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 | $30,142 | $167,307-82.0% | $143,757-79.0% | $134,475-77.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,512 | $5,619+15.9% | $4,951+31.5% | $4,740+37.4% |
| Participant deferral / active EE | $5,392 | $6,446-16.3% | $5,637-4.3% | $6,400-15.7% |
| Admin fee / account holder | $73 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |