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 7-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 | $28,464 | $133,958-78.8% | $112,228-74.6% | $134,475-78.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.02% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,639 | $4,038-9.9% | $3,635+0.1% | $4,740-23.2% |
| Participant deferral / active EE | $6,702 | $5,291+26.7% | $4,728+41.8% | $6,400+4.7% |
| Admin fee / account holder | $107 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |