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 | $29,612 | $167,307-82.3% | $143,757-79.4% | $134,475-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.65% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,049 | $5,619-63.5% | $4,951-58.6% | $4,740-56.8% |
| Participant deferral / active EE | $5,601 | $6,446-13.1% | $5,637-0.6% | $6,400-12.5% |
| Admin fee / account holder | $247 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |