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 | $16,296 | $69,518-76.6% | $59,878-72.8% | $135,375-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.56% | 7.94%-16.5pp | 3.46%-12.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,894 | $3,235-41.5% | $2,722-30.4% | $4,779-60.4% |
| Participant deferral / active EE | $4,060 | $4,206-3.5% | $3,402+19.3% | $5,609-27.6% |
| Admin fee / account holder | $258 | $5,734-95.5% | $3,590-92.8% | $10,827-97.6% |