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 5-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 | $68,932 | $87,540-21.3% | $75,781-9.0% | $125,391-45.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.56% | 13.48%-16.0pp | 9.68%-12.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $5,402 | $3,930+37.5% | $3,323+62.6% | $4,866+11.0% |
| Participant deferral / active EE | $2,840 | $4,229-32.8% | $3,651-22.2% | $5,352-46.9% |
| Admin fee / account holder | $84 | $6,502-98.7% | $5,299-98.4% | $9,540-99.1% |