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 | $29,762 | $72,177-58.8% | $115,037-74.1% | $59,632-50.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.84% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,353 | $2,841+18.0% | $4,608-27.2% | $2,203+52.2% |
| Participant deferral / active EE | $4,402 | $4,783-8.0% | $6,026-27.0% | $3,192+37.9% |
| Admin fee / account holder | $93 | $4,927-98.1% | $8,175-98.9% | $4,297-97.8% |