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 | $46,864 | $27,641+69.5% | $61,373-23.6% | $68,494-31.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.92% | -13.24%+3.3pp | 338.61%-348.5pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,940 | $695+178.9% | $1,159+67.3% | $2,596-25.3% |
| Participant deferral / active EE | $6,488 | $1,263+413.6% | $2,125+205.3% | $4,027+61.1% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |