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 4-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 | $17,787 | $93,024-80.9% | $77,024-76.9% | $134,475-86.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.50% | 62.60%-74.1pp | 42.32%-53.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,136 | $3,418-37.5% | $2,812-24.1% | $4,740-54.9% |
| Participant deferral / active EE | $3,693 | $5,238-29.5% | $4,426-16.6% | $6,400-42.3% |
| Admin fee / account holder | $278 | $6,944-96.0% | $5,425-94.9% | $11,426-97.6% |