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 7-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 | $44,503 | $90,519-50.8% | $93,789-52.5% | $134,475-66.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.30% | -15.72%-1.6pp | -11.33%-6.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,141 | $4,343-50.7% | $4,323-50.5% | $4,740-54.8% |
| Participant deferral / active EE | $6,926 | $5,978+15.8% | $6,094+13.6% | $6,400+8.2% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |