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 | $29,401 | $93,024-68.4% | $77,024-61.8% | $134,475-78.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -16.90% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,642 | $3,418-52.0% | $2,812-41.6% | $4,740-65.4% |
| Participant deferral / active EE | $5,031 | $5,238-3.9% | $4,426+13.7% | $6,400-21.4% |
| Admin fee / account holder | $121 | $6,944-98.3% | $5,425-97.8% | $11,426-98.9% |