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 8-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 | $25,590 | $133,958-80.9% | $112,228-77.2% | $134,475-81.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.02% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,834 | $4,038-54.6% | $3,635-49.5% | $4,740-61.3% |
| Participant deferral / active EE | $2,396 | $5,291-54.7% | $4,728-49.3% | $6,400-62.6% |
| Admin fee / account holder | $290 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |