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 | $29,417 | $58,320-49.6% | $86,436-66.0% | $66,914-56.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.62% | -9.71%-7.9pp | 4394.89%-4412.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,035 | $6,899-27.0% | $6,952-27.6% | $4,237+18.8% |
| Admin fee / account holder | $74 | $546-86.4% | $6,731-98.9% | $593-87.5% |