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 | $43,702 | $167,484-73.9% | $151,611-71.2% | $134,475-67.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.58% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,191 | $6,829-38.6% | $6,166-32.0% | $4,740-11.6% |
| Participant deferral / active EE | $6,953 | $8,986-22.6% | $8,363-16.9% | $6,400+8.6% |
| Admin fee / account holder | $13 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |