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 | $22,027 | $93,024-76.3% | $77,024-71.4% | $134,475-83.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.93% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,761 | $3,418-48.5% | $2,812-37.4% | $4,740-62.8% |
| Participant deferral / active EE | $3,080 | $5,238-41.2% | $4,426-30.4% | $6,400-51.9% |
| Admin fee / account holder | $2 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |