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 | $109,464 | $142,344-23.1% | $119,609-8.5% | $134,475-18.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.41% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,738 | $5,222-66.7% | $4,232-58.9% | $4,740-63.3% |
| Participant deferral / active EE | $4,556 | $6,469-29.6% | $5,602-18.7% | $6,400-28.8% |
| Admin fee / account holder | $78 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |