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 | $36,826 | $152,509-75.9% | $117,472-68.7% | $134,475-72.6% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -16.10% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,520 | $5,571-72.7% | $4,176-63.6% | $4,740-67.9% |
| Participant deferral / active EE | $5,594 | $4,818+16.1% | $4,070+37.4% | $6,400-12.6% |
| Admin fee / account holder | $157 | $7,004-97.8% | $5,645-97.2% | $11,426-98.6% |