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 6-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 | $27,353 | $82,664-66.9% | $125,339-78.2% | $68,494-60.1% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -3.51% | -5.97%+2.5pp | 572.05%-575.6pp | -7.84%+4.3pp |
| Employer contribution / active EE | $7,871 | $3,381+132.8% | $4,814+63.5% | $2,596+203.2% |
| Participant deferral / active EE | $8,941 | $6,110+46.3% | $7,446+20.1% | $4,027+122.0% |
| Admin fee / account holder | $177 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |