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 | $36,339 | $82,286-55.8% | $68,791-47.2% | $134,475-73.0% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -18.98% | -2.19%-16.8pp | -6.38%-12.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,715 | $3,301-48.0% | $2,655-35.4% | $4,740-63.8% |
| Participant deferral / active EE | $6,829 | $4,739+44.1% | $3,941+73.3% | $6,400+6.7% |
| Admin fee / account holder | $27 | $6,481-99.6% | $4,932-99.5% | $11,426-99.8% |