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 | $18,043 | $93,024-80.6% | $77,024-76.6% | $134,475-86.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.78% | 62.60%-75.4pp | 42.32%-55.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,599 | $3,418+34.6% | $2,812+63.5% | $4,740-3.0% |
| Participant deferral / active EE | $2,086 | $5,238-60.2% | $4,426-52.9% | $6,400-67.4% |
| Admin fee / account holder | $118 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |