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 | $93,526 | $142,344-34.3% | $119,609-21.8% | $134,475-30.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | -12.44%-0.6pp | -14.97%+1.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,866 | $5,222-6.8% | $4,232+15.0% | $4,740+2.7% |
| Participant deferral / active EE | $7,460 | $6,469+15.3% | $5,602+33.2% | $6,400+16.6% |
| Admin fee / account holder | $42 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |