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 | $68,114 | $95,193-28.4% | $76,523-11.0% | $135,375-49.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.02% | 4.85%-14.9pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $970 | $3,302-70.6% | $2,647-63.4% | $4,779-79.7% |
| Participant deferral / active EE | $8,158 | $4,639+75.8% | $3,835+112.7% | $5,609+45.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |