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 | $22,254 | $95,862-76.8% | $79,550-72.0% | $134,475-83.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,444 | $3,128+42.1% | $2,413+84.2% | $4,740-6.2% |
| Participant deferral / active EE | $6,635 | $4,693+41.4% | $3,985+66.5% | $6,400+3.7% |
| Admin fee / account holder | $204 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |