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 9-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 | $71,733 | $105,860-32.2% | $90,749-21.0% | $134,475-46.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.55% | -11.01%-8.5pp | -12.16%-7.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,920 | $3,462+99.9% | $2,921+136.9% | $4,740+46.0% |
| Participant deferral / active EE | $16,230 | $5,216+211.2% | $4,564+255.6% | $6,400+153.6% |
| Admin fee / account holder | $31 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |