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 | $24,615 | $95,193-74.1% | $76,523-67.8% | $135,375-81.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -4.26% | 4.85%-9.1pp | -0.27%-4.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,438 | $3,302+4.1% | $2,647+29.9% | $4,779-28.1% |
| Participant deferral / active EE | $7,146 | $4,639+54.0% | $3,835+86.3% | $5,609+27.4% |
| Admin fee / account holder | $288 | $6,249-95.4% | $4,848-94.1% | $10,827-97.3% |