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 | $41,782 | $75,935-45.0% | $60,547-31.0% | $125,391-66.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.84% | -5.38%+3.5pp | 335.64%-337.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,600 | $3,438+4.7% | $2,419+48.8% | $4,866-26.0% |
| Participant deferral / active EE | $18,000 | $4,506+299.4% | $3,328+440.9% | $5,352+236.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |