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 | $71,370 | $158,817-55.1% | $121,196-41.1% | $135,375-47.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.40% | -0.64%-3.8pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,481 | $5,665-38.5% | $4,022-13.4% | $4,779-27.2% |
| Participant deferral / active EE | $7,860 | $4,005+96.3% | $3,344+135.0% | $5,609+40.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |