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 7-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 | $35,782 | $142,344-74.9% | $119,609-70.1% | $134,475-73.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,556 | $5,222-31.9% | $4,232-16.0% | $4,740-25.0% |
| Participant deferral / active EE | $7,360 | $6,469+13.8% | $5,602+31.4% | $6,400+15.0% |
| Admin fee / account holder | $149 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |