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 6-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 | $22,328 | $100,754-77.8% | $86,677-74.2% | $134,475-83.4% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -20.10% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,241 | $3,489-35.8% | $2,836-21.0% | $4,740-52.7% |
| Participant deferral / active EE | $5,334 | $5,338-0.1% | $4,656+14.6% | $6,400-16.7% |
| Admin fee / account holder | $14 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |