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 | $20,321 | $95,862-78.8% | $79,550-74.5% | $134,475-84.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -17.20% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $968 | $3,128-69.1% | $2,413-59.9% | $4,740-79.6% |
| Participant deferral / active EE | $5,345 | $4,693+13.9% | $3,985+34.1% | $6,400-16.5% |
| Admin fee / account holder | $1 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |