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 | $35,485 | $167,307-78.8% | $143,757-75.3% | $134,475-73.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.56% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,237 | $5,619-78.0% | $4,951-75.0% | $4,740-73.9% |
| Participant deferral / active EE | $8,387 | $6,446+30.1% | $5,637+48.8% | $6,400+31.1% |
| Admin fee / account holder | $160 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |