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 | $39,004 | $49,177-20.7% | $79,464-50.9% | $64,186-39.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.98% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,675 | $2,076+269.6% | $2,800+174.1% | $2,381+222.4% |
| Participant deferral / active EE | $3,462 | $2,821+22.7% | $3,704-6.5% | $3,470-0.2% |
| Admin fee / account holder | $220 | $3,839-94.3% | $5,113-95.7% | $4,888-95.5% |