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 | $68,129 | $113,935-40.2% | $94,224-27.7% | $125,391-45.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.75% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $934 | $4,727-80.2% | $3,587-74.0% | $4,866-80.8% |
| Participant deferral / active EE | $7,861 | $5,179+51.8% | $4,320+82.0% | $5,352+46.9% |
| Admin fee / account holder | $34 | $8,391-99.6% | $6,269-99.5% | $9,540-99.6% |