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 9-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 | $23,512 | $56,357-58.3% | $104,294-77.5% | $68,494-65.7% |
| Participation rate | 82.8% | 63.3%+19.5pp | 73.3%+9.5pp | 67.9%+14.9pp |
| Annual return | -17.20% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,427 | $1,960+23.8% | $3,372-28.0% | $2,596-6.5% |
| Participant deferral / active EE | $3,274 | $3,077+6.4% | $4,625-29.2% | $4,027-18.7% |
| Admin fee / account holder | $239 | $4,903-95.1% | $7,339-96.7% | $5,403-95.6% |