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 | $44,057 | $71,883-38.7% | $86,677-49.2% | $68,494-35.7% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -15.78% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,213 | $2,173+278.0% | $2,836+189.6% | $2,596+216.3% |
| Participant deferral / active EE | $5,936 | $3,779+57.1% | $4,656+27.5% | $4,027+47.4% |
| Admin fee / account holder | $263 | $6,112-95.7% | $7,493-96.5% | $5,403-95.1% |