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 5-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 | $13,102 | $88,594-85.2% | $70,092-81.3% | $134,475-90.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -15.09% | 442.67%-457.8pp | 190.73%-205.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,059 | $3,233-67.2% | $2,559-58.6% | $4,740-77.6% |
| Participant deferral / active EE | $3,332 | $4,772-30.2% | $3,849-13.4% | $6,400-47.9% |
| Admin fee / account holder | $241 | $10,441-97.7% | $6,267-96.2% | $11,426-97.9% |