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 9-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 | $44,834 | $82,286-45.5% | $68,791-34.8% | $134,475-66.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -15.52% | -2.19%-13.3pp | -6.38%-9.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,747 | $3,301+13.5% | $2,655+41.1% | $4,740-21.0% |
| Participant deferral / active EE | $7,999 | $4,739+68.8% | $3,941+103.0% | $6,400+25.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |