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 | $29,538 | $92,703-68.1% | $82,719-64.3% | $134,475-78.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -19.43% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,031 | $3,274-68.5% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $4,515 | $4,802-6.0% | $4,395+2.7% | $6,400-29.5% |
| Admin fee / account holder | $125 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |