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 | $67,231 | $197,825-66.0% | $155,790-56.8% | $125,391-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.89% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,427 | $4,847-49.9% | $3,836-36.7% | $4,866-50.1% |
| Participant deferral / active EE | $6,000 | $5,630+6.6% | $4,797+25.1% | $5,352+12.1% |
| Admin fee / account holder | $22 | $9,545-99.8% | $7,478-99.7% | $9,540-99.8% |