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 | $168,853 | $82,286+105.2% | $68,791+145.5% | $134,475+25.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.54% | -2.19%-11.3pp | -6.38%-7.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,490 | $3,301-54.8% | $2,655-43.9% | $4,740-68.6% |
| Participant deferral / active EE | $8,790 | $4,739+85.5% | $3,941+123.0% | $6,400+37.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |