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 | $10,197 | $88,594-88.5% | $70,092-85.5% | $134,475-92.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -17.82% | 442.67%-460.5pp | 190.73%-208.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,273 | $3,233-60.6% | $2,559-50.3% | $4,740-73.1% |
| Participant deferral / active EE | $1,379 | $4,772-71.1% | $3,849-64.2% | $6,400-78.4% |
| Admin fee / account holder | $16 | $10,441-99.8% | $6,267-99.7% | $11,426-99.9% |