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 | $24,552 | $100,754-75.6% | $86,677-71.7% | $134,475-81.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.23% | 29.04%-38.3pp | 35.91%-45.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,091 | $3,489-40.1% | $2,836-26.3% | $4,740-55.9% |
| Participant deferral / active EE | $4,563 | $5,338-14.5% | $4,656-2.0% | $6,400-28.7% |
| Admin fee / account holder | $58 | $10,926-99.5% | $7,493-99.2% | $11,426-99.5% |