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 | $36,968 | $167,484-77.9% | $151,611-75.6% | $134,475-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,439 | $6,829+23.6% | $6,166+36.9% | $4,740+78.1% |
| Participant deferral / active EE | $8,439 | $8,986-6.1% | $8,363+0.9% | $6,400+31.9% |
| Admin fee / account holder | $122 | $13,783-99.1% | $11,616-99.0% | $11,426-98.9% |