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 | $19,323 | $73,867-73.8% | $143,757-86.6% | $68,494-71.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,989 | $3,184-37.5% | $4,951-59.8% | $2,596-23.4% |
| Participant deferral / active EE | $3,470 | $3,384+2.5% | $5,637-38.4% | $4,027-13.8% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,673-98.3% | $5,403-95.4% |