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 10-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 | $27,346 | $81,900-66.6% | $119,609-77.1% | $68,494-60.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.41% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,613 | $2,693-40.1% | $4,232-61.9% | $2,596-37.9% |
| Participant deferral / active EE | $2,454 | $4,148-40.8% | $5,602-56.2% | $4,027-39.1% |
| Admin fee / account holder | $246 | $6,582-96.3% | $10,323-97.6% | $5,403-95.4% |