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 | $27,277 | $95,862-71.5% | $79,550-65.7% | $134,475-79.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.06% | -2.69%-16.4pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,437 | $3,128-54.1% | $2,413-40.5% | $4,740-69.7% |
| Participant deferral / active EE | $4,650 | $4,693-0.9% | $3,985+16.7% | $6,400-27.3% |
| Admin fee / account holder | $108 | $9,126-98.8% | $6,832-98.4% | $11,426-99.1% |