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 9-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 | $32,443 | $127,386-74.5% | $115,037-71.8% | $125,391-74.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $985 | $5,166-80.9% | $4,608-78.6% | $4,866-79.8% |
| Participant deferral / active EE | $3,138 | $6,423-51.1% | $6,026-47.9% | $5,352-41.4% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |