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 | $70,342 | $92,222-23.7% | $76,768-8.4% | $135,375-48.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.81% | 5.46%-8.3pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,128 | $3,216-2.7% | $2,485+25.9% | $4,779-34.5% |
| Participant deferral / active EE | $6,917 | $4,509+53.4% | $3,852+79.6% | $5,609+23.3% |
| Admin fee / account holder | $23 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |