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 | $22,856 | $142,344-83.9% | $119,609-80.9% | $134,475-83.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.32% | -12.44%+3.1pp | -14.97%+5.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,287 | $5,222-75.4% | $4,232-69.6% | $4,740-72.8% |
| Participant deferral / active EE | $18,200 | $6,469+181.3% | $5,602+224.9% | $6,400+184.4% |
| Admin fee / account holder | $13 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |