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 | $42,346 | $105,860-60.0% | $90,749-53.3% | $134,475-68.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.53% | -11.01%+0.5pp | -12.16%+1.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $11,625 | $3,462+235.8% | $2,921+298.0% | $4,740+145.3% |
| Participant deferral / active EE | $7,027 | $5,216+34.7% | $4,564+54.0% | $6,400+9.8% |
| Admin fee / account holder | $53 | $13,938-99.6% | $8,445-99.4% | $11,426-99.5% |