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 9-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 | $32,301 | $140,588-77.0% | $123,104-73.8% | $125,391-74.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -1.52% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $4,940 | $6,041-18.2% | $5,151-4.1% | $4,866+1.5% |
| Participant deferral / active EE | $8,853 | $6,980+26.8% | $6,230+42.1% | $5,352+65.4% |
| Admin fee / account holder | $25 | $11,198-99.8% | $9,015-99.7% | $9,540-99.7% |