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 | $35,428 | $95,193-62.8% | $76,523-53.7% | $135,375-73.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.22% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,825 | $3,302-14.5% | $2,647+6.7% | $4,779-40.9% |
| Participant deferral / active EE | $7,491 | $4,639+61.5% | $3,835+95.3% | $5,609+33.6% |
| Admin fee / account holder | $26 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |