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 | $45,999 | $92,222-50.1% | $76,768-40.1% | $135,375-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,285 | $3,216+2.2% | $2,485+32.2% | $4,779-31.2% |
| Participant deferral / active EE | $7,102 | $4,509+57.5% | $3,852+84.4% | $5,609+26.6% |
| Admin fee / account holder | $200 | $10,748-98.1% | $6,675-97.0% | $10,827-98.2% |