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 | $16,006 | $97,044-83.5% | $83,333-80.8% | $135,375-88.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,102 | $4,143-49.3% | $3,379-37.8% | $4,779-56.0% |
| Participant deferral / active EE | $8,208 | $5,964+37.6% | $5,565+47.5% | $5,609+46.3% |
| Admin fee / account holder | $93 | $8,380-98.9% | $7,510-98.8% | $10,827-99.1% |