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 6-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 | $46,981 | $100,754-53.4% | $86,677-45.8% | $134,475-65.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.03% | 29.04%-48.1pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,914 | $3,489-16.5% | $2,836+2.7% | $4,740-38.5% |
| Participant deferral / active EE | $8,148 | $5,338+52.6% | $4,656+75.0% | $6,400+27.3% |
| Admin fee / account holder | $196 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |