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 | $11,030 | $45,863-75.9% | $77,024-85.7% | $68,494-83.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.32% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,111 | $1,650+88.6% | $2,812+10.6% | $2,596+19.8% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $71 | $3,041-97.7% | $5,425-98.7% | $5,403-98.7% |