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 | $19,908 | $167,307-88.1% | $143,757-86.2% | $134,475-85.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $6,469 | $5,619+15.1% | $4,951+30.7% | $4,740+36.5% |
| Participant deferral / active EE | $5,635 | $6,446-12.6% | $5,6370% | $6,400-11.9% |
| Admin fee / account holder | $84 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |