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 | $59,799 | $107,791-44.5% | $90,645-34.0% | $135,375-55.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.14% | -0.90%-7.2pp | 1.88%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $11,241 | $3,018+272.5% | $2,532+344.0% | $4,779+135.2% |
| Participant deferral / active EE | $6,167 | $3,872+59.3% | $3,425+80.1% | $5,609+9.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |