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 | $12,483 | $106,543-88.3% | $91,220-86.3% | $134,475-90.7% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -19.10% | 160.60%-179.7pp | 114.01%-133.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,190 | $3,331-64.3% | $2,850-58.3% | $4,740-74.9% |
| Participant deferral / active EE | $1,422 | $4,719-69.9% | $4,234-66.4% | $6,400-77.8% |
| Admin fee / account holder | $67 | $6,231-98.9% | $5,420-98.8% | $11,426-99.4% |