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 | $62,536 | $105,860-40.9% | $90,749-31.1% | $134,475-53.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.81% | -11.01%+11.8pp | -12.16%+13.0pp | 417.96%-417.2pp |
| Employer contribution / active EE | $6,267 | $3,462+81.0% | $2,921+114.6% | $4,740+32.2% |
| Participant deferral / active EE | $6,950 | $5,216+33.2% | $4,564+52.3% | $6,400+8.6% |
| Admin fee / account holder | $9 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |