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 | $9,518 | $67,331-85.9% | $60,874-84.4% | $134,475-92.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -19.82% | 49.93%-69.8pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,211 | $3,096-60.9% | $2,701-55.2% | $4,740-74.5% |
| Participant deferral / active EE | $4,146 | $4,538-8.6% | $3,817+8.6% | $6,400-35.2% |
| Admin fee / account holder | $36 | $4,582-99.2% | $3,224-98.9% | $11,426-99.7% |