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 9-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 | $22,627 | $67,331-66.4% | $60,874-62.8% | $134,475-83.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -17.64% | 49.93%-67.6pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,188 | $3,096-29.3% | $2,701-19.0% | $4,740-53.8% |
| Participant deferral / active EE | $6,642 | $4,538+46.3% | $3,817+74.0% | $6,400+3.8% |
| Admin fee / account holder | $221 | $4,582-95.2% | $3,224-93.1% | $11,426-98.1% |