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 | $102,245 | $82,664+23.7% | $125,339-18.4% | $68,494+49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.11% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,458 | $3,381-27.3% | $4,814-48.9% | $2,596-5.3% |
| Participant deferral / active EE | $7,393 | $6,110+21.0% | $7,446-0.7% | $4,027+83.6% |
| Admin fee / account holder | $48 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |