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 | $21,024 | $167,307-87.4% | $143,757-85.4% | $134,475-84.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.35% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,562 | $5,619-72.2% | $4,951-68.5% | $4,740-67.0% |
| Participant deferral / active EE | $7,116 | $6,446+10.4% | $5,637+26.2% | $6,400+11.2% |
| Admin fee / account holder | $138 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |