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 5-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 | $30,275 | $71,883-57.9% | $86,677-65.1% | $68,494-55.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.64% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $9,541 | $2,173+339.1% | $2,836+236.4% | $2,596+267.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $226 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |