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 7-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 | $18,847 | $45,863-58.9% | $77,024-75.5% | $68,494-72.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.71% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,051 | $1,650+206.2% | $2,812+79.6% | $2,596+94.5% |
| Participant deferral / active EE | $2,689 | $2,962-9.2% | $4,426-39.3% | $4,027-33.2% |
| Admin fee / account holder | $171 | $3,041-94.4% | $5,425-96.9% | $5,403-96.8% |