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 | $67,412 | $84,527-20.2% | $67,711-0.4% | $125,391-46.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 6.04% | 2.57%+3.5pp | 25.41%-19.4pp | 282.22%-276.2pp |
| Employer contribution / active EE | $1,228 | $3,292-62.7% | $2,559-52.0% | $4,866-74.8% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4 | $5,340-99.9% | $4,255-99.9% | $9,540-100.0% |