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 | $52,904 | $90,590-41.6% | $90,782-41.7% | $135,375-60.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -2.50% | -3.40%+0.9pp | -3.42%+0.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,759 | $4,352-59.6% | $4,105-57.1% | $4,779-63.2% |
| Participant deferral / active EE | $4,406 | $5,407-18.5% | $5,366-17.9% | $5,609-21.5% |
| Admin fee / account holder | $44 | $7,683-99.4% | $5,908-99.3% | $10,827-99.6% |