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 | $29,303 | $142,344-79.4% | $119,609-75.5% | $134,475-78.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.56% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $10,421 | $5,222+99.6% | $4,232+146.2% | $4,740+119.9% |
| Participant deferral / active EE | $6,776 | $6,469+4.7% | $5,602+21.0% | $6,400+5.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |