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 | $45,855 | $78,694-41.7% | $67,652-32.2% | $125,391-63.4% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -0.85% | 9.46%-10.3pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,801 | $4,292-34.7% | $3,560-21.3% | $5,352-47.7% |
| Admin fee / account holder | $11 | $7,403-99.8% | $4,821-99.8% | $9,540-99.9% |