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 | $73,384 | $167,307-56.1% | $143,757-49.0% | $134,475-45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.85% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $15,871 | $5,619+182.4% | $4,951+220.6% | $4,740+234.9% |
| Participant deferral / active EE | $16,798 | $6,446+160.6% | $5,637+198.0% | $6,400+162.5% |
| Admin fee / account holder | $167 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |