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 | $132,852 | $133,958-0.8% | $112,228+18.4% | $134,475-1.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.40% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,853 | $4,038-4.6% | $3,635+6.0% | $4,740-18.7% |
| Participant deferral / active EE | $9,367 | $5,291+77.0% | $4,728+98.1% | $6,400+46.4% |
| Admin fee / account holder | $5 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |