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 | $14,405 | $93,024-84.5% | $77,024-81.3% | $134,475-89.3% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -19.98% | 62.60%-82.6pp | 42.32%-62.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,544 | $3,418-54.8% | $2,812-45.1% | $4,740-67.4% |
| Participant deferral / active EE | $4,316 | $5,238-17.6% | $4,426-2.5% | $6,400-32.6% |
| Admin fee / account holder | $108 | $6,944-98.4% | $5,425-98.0% | $11,426-99.1% |