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 | $59,980 | $92,222-35.0% | $76,768-21.9% | $135,375-55.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.51% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,158 | $3,216-32.9% | $2,485-13.1% | $4,779-54.8% |
| Participant deferral / active EE | $6,262 | $4,509+38.9% | $3,852+62.6% | $5,609+11.6% |
| Admin fee / account holder | $72 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |