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 6-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 | $45,582 | $93,024-51.0% | $77,024-40.8% | $134,475-66.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.97% | 62.60%-82.6pp | 42.32%-62.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,577 | $3,418-24.6% | $2,812-8.4% | $4,740-45.6% |
| Participant deferral / active EE | $6,206 | $5,238+18.5% | $4,426+40.2% | $6,400-3.0% |
| Admin fee / account holder | $16 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |