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 | $21,861 | $82,664-73.6% | $125,339-82.6% | $68,494-68.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -14.11% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,823 | $3,381+13.1% | $4,814-20.6% | $2,596+47.3% |
| Participant deferral / active EE | $3,272 | $6,110-46.5% | $7,446-56.1% | $4,027-18.8% |
| Admin fee / account holder | $164 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |