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 | $19,458 | $95,862-79.7% | $79,550-75.5% | $134,475-85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,575 | $3,128-17.7% | $2,413+6.7% | $4,740-45.7% |
| Participant deferral / active EE | $3,595 | $4,693-23.4% | $3,985-9.8% | $6,400-43.8% |
| Admin fee / account holder | $77 | $9,126-99.2% | $6,832-98.9% | $11,426-99.3% |