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 10-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 | $76,574 | $59,805+28.0% | $79,550-3.7% | $68,494+11.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.97% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,194 | $1,505+45.8% | $2,413-9.1% | $2,596-15.5% |
| Participant deferral / active EE | $4,483 | $3,024+48.2% | $3,985+12.5% | $4,027+11.3% |
| Admin fee / account holder | $165 | $4,835-96.6% | $6,832-97.6% | $5,403-97.0% |