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 | $42,168 | $133,958-68.5% | $112,228-62.4% | $134,475-68.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.36% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,459 | $4,038-14.3% | $3,635-4.8% | $4,740-27.0% |
| Participant deferral / active EE | $4,332 | $5,291-18.1% | $4,728-8.4% | $6,400-32.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |