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 | $78,780 | $95,193-17.2% | $76,523+2.9% | $135,375-41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.81% | 4.85%-8.7pp | -0.27%-3.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,022 | $3,302+21.8% | $2,647+51.9% | $4,779-15.8% |
| Participant deferral / active EE | $6,751 | $4,639+45.5% | $3,835+76.0% | $5,609+20.4% |
| Admin fee / account holder | $6 | $6,249-99.9% | $4,848-99.9% | $10,827-99.9% |