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 8-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 | $69,139 | $82,286-16.0% | $68,791+0.5% | $134,475-48.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.64% | -2.19%-18.4pp | -6.38%-14.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,550 | $3,301+37.9% | $2,655+71.4% | $4,740-4.0% |
| Participant deferral / active EE | $11,171 | $4,739+135.7% | $3,941+183.4% | $6,400+74.5% |
| Admin fee / account holder | $294 | $6,481-95.5% | $4,932-94.0% | $11,426-97.4% |