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 | $14,983 | $133,958-88.8% | $112,228-86.6% | $134,475-88.9% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -17.86% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,765 | $4,038-56.3% | $3,635-51.4% | $4,740-62.8% |
| Participant deferral / active EE | $2,733 | $5,291-48.3% | $4,728-42.2% | $6,400-57.3% |
| Admin fee / account holder | $190 | $7,489-97.5% | $6,410-97.0% | $11,426-98.3% |