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 9-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 | $32,560 | $86,699-62.4% | $73,307-55.6% | $125,391-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.19% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,576 | $4,152-13.9% | $3,237+10.5% | $4,866-26.5% |
| Participant deferral / active EE | $4,953 | $5,550-10.8% | $4,991-0.8% | $5,352-7.4% |
| Admin fee / account holder | $102 | $7,771-98.7% | $5,637-98.2% | $9,540-98.9% |