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 | $27,261 | $133,958-79.6% | $112,228-75.7% | $134,475-79.7% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -17.00% | 47.11%-64.1pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,856 | $4,038-29.3% | $3,635-21.4% | $4,740-39.7% |
| Participant deferral / active EE | $7,803 | $5,291+47.5% | $4,728+65.0% | $6,400+21.9% |
| Admin fee / account holder | $97 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |