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 | $133,584 | $167,307-20.2% | $143,757-7.1% | $134,475-0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.31% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,857 | $5,619-31.4% | $4,951-22.1% | $4,740-18.6% |
| Participant deferral / active EE | $4,000 | $6,446-37.9% | $5,637-29.0% | $6,400-37.5% |
| Admin fee / account holder | $113 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |