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 | $44,452 | $133,958-66.8% | $112,228-60.4% | $134,475-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.40% | 47.11%-61.5pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,575 | $4,038-36.2% | $3,635-29.2% | $4,740-45.7% |
| Participant deferral / active EE | $4,068 | $5,291-23.1% | $4,728-14.0% | $6,400-36.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |