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 | $49,957 | $75,935-34.2% | $60,547-17.5% | $125,391-60.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.74% | -5.38%+2.6pp | 335.64%-338.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,309 | $3,438-3.8% | $2,419+36.8% | $4,866-32.0% |
| Participant deferral / active EE | $9,899 | $4,506+119.7% | $3,328+197.5% | $5,352+85.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |