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 5-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 | $10,413 | $93,024-88.8% | $77,024-86.5% | $134,475-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.05% | 62.60%-82.6pp | 42.32%-62.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,167 | $3,418-36.6% | $2,812-23.0% | $4,740-54.3% |
| Participant deferral / active EE | $3,626 | $5,238-30.8% | $4,426-18.1% | $6,400-43.3% |
| Admin fee / account holder | $268 | $6,944-96.1% | $5,425-95.1% | $11,426-97.7% |