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 | $40,116 | $133,958-70.1% | $112,228-64.3% | $134,475-70.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.37% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,156 | $4,038-71.4% | $3,635-68.2% | $4,740-75.6% |
| Participant deferral / active EE | $5,948 | $5,291+12.4% | $4,728+25.8% | $6,400-7.1% |
| Admin fee / account holder | $159 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |