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 | $106,952 | $127,386-16.0% | $115,037-7.0% | $125,391-14.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,626 | $5,166-68.5% | $4,608-64.7% | $4,866-66.6% |
| Participant deferral / active EE | $6,672 | $6,423+3.9% | $6,026+10.7% | $5,352+24.7% |
| Admin fee / account holder | $41 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |