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 | $72,559 | $127,386-43.0% | $115,037-36.9% | $125,391-42.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.74% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,049 | $5,166-79.7% | $4,608-77.2% | $4,866-78.4% |
| Participant deferral / active EE | $7,351 | $6,423+14.5% | $6,026+22.0% | $5,352+37.4% |
| Admin fee / account holder | $234 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |