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 | $29,464 | $64,307-54.2% | $57,343-48.6% | $125,391-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.78% | 25.12%-27.9pp | 24.39%-27.2pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,496 | $3,193-21.8% | $2,689-7.1% | $4,866-48.7% |
| Participant deferral / active EE | $2,521 | $3,848-34.5% | $3,162-20.3% | $5,352-52.9% |
| Admin fee / account holder | $64 | $5,242-98.8% | $3,356-98.1% | $9,540-99.3% |