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 | $20,568 | $133,958-84.6% | $112,228-81.7% | $134,475-84.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.48% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,317 | $4,038-42.6% | $3,635-36.2% | $4,740-51.1% |
| Participant deferral / active EE | $4,813 | $5,291-9.0% | $4,728+1.8% | $6,400-24.8% |
| Admin fee / account holder | $82 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |