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 | $33,806 | $167,307-79.8% | $143,757-76.5% | $134,475-74.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -8.37% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $3,280 | $5,619-41.6% | $4,951-33.8% | $4,740-30.8% |
| Participant deferral / active EE | $6,484 | $6,446+0.6% | $5,637+15.0% | $6,400+1.3% |
| Admin fee / account holder | $132 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |