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 | $12,431 | $82,286-84.9% | $68,791-81.9% | $134,475-90.8% |
| Participation rate | 86.4% | 75.1%+11.3pp | 69.0%+17.3pp | 81.2%+5.1pp |
| Annual return | -1.53% | -2.19%+0.7pp | -6.38%+4.8pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,458 | $3,301-55.8% | $2,655-45.1% | $4,740-69.2% |
| Participant deferral / active EE | $2,958 | $4,739-37.6% | $3,941-24.9% | $6,400-53.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |