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 | $21,471 | $152,509-85.9% | $117,472-81.7% | $134,475-84.0% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -18.47% | 52.99%-71.5pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,661 | $5,571-70.2% | $4,176-60.2% | $4,740-65.0% |
| Participant deferral / active EE | $4,014 | $4,818-16.7% | $4,070-1.4% | $6,400-37.3% |
| Admin fee / account holder | $19 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |