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 | $20,245 | $167,307-87.9% | $143,757-85.9% | $134,475-84.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.52% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,364 | $5,619-40.1% | $4,951-32.1% | $4,740-29.0% |
| Participant deferral / active EE | $5,535 | $6,446-14.1% | $5,637-1.8% | $6,400-13.5% |
| Admin fee / account holder | $201 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |