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 8-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 | $34,599 | $82,286-58.0% | $68,791-49.7% | $134,475-74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.90% | -2.19%-14.7pp | -6.38%-10.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,448 | $3,301-25.8% | $2,655-7.8% | $4,740-48.4% |
| Participant deferral / active EE | $3,476 | $4,739-26.7% | $3,941-11.8% | $6,400-45.7% |
| Admin fee / account holder | $275 | $6,481-95.8% | $4,932-94.4% | $11,426-97.6% |