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 | $39,657 | $76,000-47.8% | $154,107-74.3% | $64,186-38.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.33% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,905 | $3,351+16.5% | $5,298-26.3% | $2,381+64.0% |
| Participant deferral / active EE | $4,090 | $3,175+28.8% | $5,081-19.5% | $3,470+17.9% |
| Admin fee / account holder | $231 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |