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 3-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 | $13,090 | $93,024-85.9% | $77,024-83.0% | $134,475-90.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.83% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,799 | $5,238-27.5% | $4,426-14.2% | $6,400-40.6% |
| Admin fee / account holder | $51 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |