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 | $14,675 | $95,862-84.7% | $79,550-81.6% | $134,475-89.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.81% | -2.69%-16.1pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,109 | $3,128-64.5% | $2,413-54.0% | $4,740-76.6% |
| Participant deferral / active EE | $3,607 | $4,693-23.1% | $3,985-9.5% | $6,400-43.6% |
| Admin fee / account holder | $57 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |