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 | $80,271 | $97,881-18.0% | $80,004+0.3% | $125,391-36.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.68% | 9.36%-10.0pp | 7.63%-8.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,224 | $3,128-28.9% | $2,473-10.1% | $4,866-54.3% |
| Participant deferral / active EE | $4,641 | $3,744+24.0% | $3,204+44.9% | $5,352-13.3% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |