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 6-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 | $55,155 | $142,344-61.3% | $119,609-53.9% | $134,475-59.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.58% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,106 | $5,222-21.4% | $4,232-3.0% | $4,740-13.4% |
| Participant deferral / active EE | $6,858 | $6,469+6.0% | $5,602+22.4% | $6,400+7.2% |
| Admin fee / account holder | $220 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |